Wealth Planning & Investment Advisor

Bank of America; Florida; On-site; USD 50,000 - 100,000; Full time

Job summary

Bank of America is seeking a financial advisor in Florida to provide comprehensive financial solutions to clients. This role involves working with clients to achieve their financial goals through personalized financial plans and recommending suitable brokerage products. Applicants should possess Series 7 & 66 licenses and have at least one year of relevant experience in investments and financial services. Strong communication skills and the ability to build relationships are essential for success in this role. The position requires 40 hours per week in a fast-paced environment.

Qualifications

• Currently holds Series 7 & 66 licenses.
• At least one year of experience in the investments industry.
• At least one year of experience in the financial service industry and/or a sales environment.
• Building and nurturing strong relationships with clients.
• Effective communication and engagement with clients.

Responsibilities

• Works with clients to plan financial goals using brokerage products.
• Recommends banking and investment strategies that align with client needs.
• Triages client requests and refers to appropriate service providers.
• Identifies potential new clients through various channels.

Skills

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Causation Analysis

Client Management

Policies, Procedures, and Guidelines

Risk Management

Written Communications

Education

High School Diploma / GED / Secondary School

Job description

Bank of America is seeking a financial advisor in Florida to provide comprehensive financial solutions to clients. This role involves working with clients to achieve their financial goals through personalized financial plans and recommending suitable brokerage products. Applicants should possess Series 7 & 66 licenses and have at least one year of relevant experience in investments and financial services. Strong communication skills and the ability to build relationships are essential for success in this role. The position requires 40 hours per week in a fast-paced environment.