Wealth Planning & Financial Solutions Advisor

Bank of America; North Little Rock (AR); On-site; USD 70,000 - 110,000; Full time

Job summary

Bank of America is seeking a licensed financial advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. You will triage leads, refer to partners, meet with clients to review goals, and build financial plans with brokerage products, including stocks and funds.

Role requires SAFE Act awareness for mortgage activity and licenses; you will collaborate across teams, coach referral partners, and thrive in a fast-paced environment while serving a

Qualifications

• Currently holds Series 7 and 66 licenses
• Minimum of one year of experience in the investments industry
• Minimum of one year of experience in the financial service industry and/or a sales environment
• Must be able to work Monday through Friday and rotating Saturdays

Responsibilities

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center clientele
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

Skills

Advisory

Account Management

Client Focus

Oral Communications

Active Listening

Attention to Detail

Written Communications

Risk Management

Pipeline Management

Education

High School Diploma / GED

Job description

Bank of America is seeking a licensed financial advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. You will triage leads, refer to partners, meet with clients to review goals, and build financial plans with brokerage products, including stocks and funds.

Role requires SAFE Act awareness for mortgage activity and licenses; you will collaborate across teams, coach referral partners, and thrive in a fast-paced environment while serving a