Bank of America
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’s physical, emotional, and financial wellness, recognizing and rewarding performance. We are committed to an in-office culture with specific requirements for office-based attendance and allow for appropriate flexibility where role-specific considerations apply. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description This position 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. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements.
Responsibilities
Works with clients to plan their short and long‑term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money‑managed solutions.
Recommends banking and investment strategies that align with client financial goals and needs.
Triages client requests and makes referrals to appropriate 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 financial center clientele.
Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended.
Required Qualifications
Currently holds Series 7 & 66 (or 63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
Has at least one year experience in the investments industry, including investment training and in‑depth knowledge of investment products and services.
Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
Sets and accomplishes goals, achieving whatever you put your mind to.
Nurtures strong relationships.
Collaborates effectively with others to get things done.
Communicates effectively and confidently and is comfortable engaging all clients.
Manages goals, navigates complexity, prioritizes tasks and executes in a fast‑paced environment.
Loves to learn, adapts to new information, and seeks the right solutions for clients.
Efficiently manages time and capacity.
Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long‑term strategies for clients.
Desired Qualifications
Bi‑lingual Spanish speaking.
Strong computer skills with an ability to multitask in a demanding environment.
At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
Obtained insurance licenses.
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
Minimum Education Requirement
High School Diploma / GED / Secondary School or equivalent
Schedule
Monday – Friday and rotating Saturdays
Pay Range $70,000.00 – $80,000.00 annualized salary, offers to be determined based on experience, education and skill set.
Benefits This role is currently benefits eligible. We provide industry‑leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Bank of America
#J-18808-Ljbffr
Job Description This position 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. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements.
Responsibilities
Works with clients to plan their short and long‑term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money‑managed solutions.
Recommends banking and investment strategies that align with client financial goals and needs.
Triages client requests and makes referrals to appropriate 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 financial center clientele.
Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended.
Required Qualifications
Currently holds Series 7 & 66 (or 63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
Has at least one year experience in the investments industry, including investment training and in‑depth knowledge of investment products and services.
Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
Sets and accomplishes goals, achieving whatever you put your mind to.
Nurtures strong relationships.
Collaborates effectively with others to get things done.
Communicates effectively and confidently and is comfortable engaging all clients.
Manages goals, navigates complexity, prioritizes tasks and executes in a fast‑paced environment.
Loves to learn, adapts to new information, and seeks the right solutions for clients.
Efficiently manages time and capacity.
Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long‑term strategies for clients.
Desired Qualifications
Bi‑lingual Spanish speaking.
Strong computer skills with an ability to multitask in a demanding environment.
At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
Obtained insurance licenses.
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
Minimum Education Requirement
High School Diploma / GED / Secondary School or equivalent
Schedule
Monday – Friday and rotating Saturdays
Pay Range $70,000.00 – $80,000.00 annualized salary, offers to be determined based on experience, education and skill set.
Benefits This role is currently benefits eligible. We provide industry‑leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Bank of America
#J-18808-Ljbffr