Wealth Planning Advisor — Financial Solutions

Bank of America; Florida; On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America is seeking a qualified individual to provide comprehensive financial advice and customized solutions to clients. The position involves triaging client leads, client meetings for financial reviews, and managing brokerage product recommendations.

Applicants must hold Series 7 & 66 licenses or equivalent. A minimum of one year of relevant experience in financial services is required. Strong skills in relationship building and communication are essential. This role offers a dynamic work environment with opportunities for professional growth.

Qualifications

• Currently holds Series 7 & 66 licenses or meets equivalent requirements.
• At least one year of investment industry experience.
• One year of experience in financial services or sales with achieved goals.

Responsibilities

• Plan short/long-term financial goals for clients.
• Recommend banking and investment strategies.
• Triages client requests for service.
• Mitigate and control risk in daily activities.
• Identify potential new clients through referrals.

Skills

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Issue Management

Client Solutions Advisory

Pipeline Management

Active Listening

Attention to Detail

Risk Management

Policies, Procedures, and Guidelines

Client Management

Causation Analysis

Written Communications

Job description

Bank of America is seeking a qualified individual to provide comprehensive financial advice and customized solutions to clients. The position involves triaging client leads, client meetings for financial reviews, and managing brokerage product recommendations.

Applicants must hold Series 7 & 66 licenses or equivalent. A minimum of one year of relevant experience in financial services is required. Strong skills in relationship building and communication are essential. This role offers a dynamic work environment with opportunities for professional growth.