This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals
Job Summary
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
Matching Summary
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
Skills & Requirements
Must-have
Series 7 and 66 licenses
Financial planning and investment recommendations
Client lead triaging and referrals
Risk mitigation in daily activities
New client engagement and acquisition
Nice-to-have
Building and nurturing strong relationships
Adapting to new information and seeking solutions
Efficient time and capacity management
Incorporating regulatory due diligence
Key Requirements
Series 7 and 66 licenses required
Minimum 1 year investments industry experience
Minimum 1 year financial service/sales experience
High School Diploma / GED / Secondary School or equivalent