Wealth Planning & Investment Advisor

Bank of America; McKinney (TX); On-site; USD 60,000 - 95,000; Full time

Job summary

Bank of America is hiring an investment advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. The role includes triaging leads, referring to partners, meeting clients to review goals, building a financial plan, and recommending brokerage products.

Licenses and training are required, and SAFE Act background checks apply. Responsibilities include building financial plans with brokerage products (stocks, bonds, mutual funds, annuities,

Qualifications

• Series 7 and 66 licenses or the equivalent (63/65)
• Minimum 1 year in investments or financial services sales
• Minimum 1 year in financial services industry or sales with goals
• Ability to build and nurture relationships

Responsibilities

• Plan clients' short and long-term financial goals with brokerage products
• Build financial plans and recommend banking/investment strategies
• Triages client requests and makes referrals to internal service providers
• Mitigate and control risk as part of daily activities
• Identify new clients through referrals or existing clientele

Skills

Account Management

Advisory

Client Experience

Communication

Time Management

Education

High School Diploma / GED

Tools

CRM software

Microsoft Office

Job description

Bank of America is hiring an investment advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. The role includes triaging leads, referring to partners, meeting clients to review goals, building a financial plan, and recommending brokerage products.

Licenses and training are required, and SAFE Act background checks apply. Responsibilities include building financial plans with brokerage products (stocks, bonds, mutual funds, annuities,