Wealth Planning & Investment Advisor

Bank of America; New York (NY); Sur place; USD 70 000 - 80 000; Plein temps

Résumé du poste

Bank of America is seeking a financial advisor-focused professional to build client financial plans using brokerage products and banking solutions. You will meet with clients to assess goals, document needs, and propose suitable investment strategies while maintaining regulatory standards.

The role requires licenses (Series 7/66 or equivalents) and hands-on client service experience, with a focus on relationship building, teamwork, and delivering tailored financial advice in a fast-paced

Qualifications

• Holds Series 7 & 66 licenses (63/65 in lieu of 66) or equivalent.
• 1+ year experience in investments and financial services.
• Experience in a sales environment with goals met or exceeded.

Responsabilités

• Plan clients' short- and long-term financial goals with brokerage products and banking solutions.
• Recommend banking and investments strategies aligned with client goals.
• Triages client requests and refers to internal service providers by asset thresholds.
• Mitigate and control risk as part of daily activities.
• Identify and engage new clients through referrals or center clientele.
• Provide coaching to referral partners based on client needs and product services.

Connaissances

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

Causation Analysis

Written Communications

Formation

High School Diploma / GED / Secondary School or equivalent

Description du poste

Bank of America is seeking a financial advisor-focused professional to build client financial plans using brokerage products and banking solutions. You will meet with clients to assess goals, document needs, and propose suitable investment strategies while maintaining regulatory standards.

The role requires licenses (Series 7/66 or equivalents) and hands-on client service experience, with a focus on relationship building, teamwork, and delivering tailored financial advice in a fast-paced