Wealth Planning & Investments Advisor

Bank of America; Las Cruces (NM); On-site; USD 70,000 - 110,000; Full time

Job summary

Bank of America is seeking a financial professional to deliver comprehensive financial planning and customized solutions to clients, helping them reach their financial goals. The role involves triaging leads, referring to partners based on client needs and assets, and reviewing goals with clients to propose brokerage products and banking solutions.

Successful candidates will demonstrate licensing in Series 7 and 66 (or 63/65 alternative), prior investments experience, and a track record in a

Qualifications

• Holds Series 7 and 66 licenses (63/65 in lieu of 66) with condition to pass missing series within 60 days
• Has at least one year experience in the investments industry and knowledge of investment products and services
• Has at least one year experience in financial services or a sales environment with goals met or exceeded

Responsibilities

• Plans clients' short and long-term financial goals by building a financial plan with brokerage products (stocks, bonds, mutual funds, annuities, banking and managed solutions)
• Recommends banking and investment strategies aligned with client goals
• Triages client requests and makes referrals to 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 center clientele
• Provides coaching and feedback to referral partners based on client needs and product services

Skills

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Risk Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a financial professional to deliver comprehensive financial planning and customized solutions to clients, helping them reach their financial goals. The role involves triaging leads, referring to partners based on client needs and assets, and reviewing goals with clients to propose brokerage products and banking solutions.

Successful candidates will demonstrate licensing in Series 7 and 66 (or 63/65 alternative), prior investments experience, and a track record in a