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Bank of America
Bank of America
Sponsor pentru viza H1BFinanțeFintechServicii bancare
Bank of America este o instituție financiară globală care activează în domeniile serviciilor bancare, finanțelor și tehnologiei financiare. Serviciile sale includ servicii bancare personale, sprijin pentru întreprinderile mici, administrarea averilor, servicii de investiții și acces la piețele de capital pentru persoane fizice, companii și instituții. Compania se concentrează, de asemenea, pe creșterea responsabilă prin finanțare sustenabilă, inițiative pentru diversitate și programe de dezvoltare comunitară.
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Financial Solutions Advisor - Little Rock Area

Advise Little Rock-area clients on investments, banking, and brokerage solutions aligned with their financial goals. Build client relationships, manage referrals and risk, and meet applicable licensing and regulatory requirements.

USStatele Unite ale AmericiiLa sediuNormă întreagăJuniorNu este necesară o diplomăLimbă Obligatorie: englezăPlanificare și analiză financiară

Descriere

  • Deliver personalized financial guidance and solutions that support clients’ goals
  • Evaluate and route client leads and service requests
  • Refer clients to business partners and internal service teams according to their needs and asset levels
  • Meet with clients to assess financial and investment objectives
  • Develop financial plans using stocks, bonds, mutual funds, annuities, banking products, and managed-money solutions
  • Recommend banking and investment approaches suited to each client’s objectives
  • Develop prospective client relationships through referrals and financial center contacts
  • Coach referral partners and provide constructive feedback
  • Manage daily activities to reduce and control risk
  • Complete all required licensing and training programs
  • Work 40 hours per week from Monday through Friday, with rotating Saturdays
  • Train at an assigned financial center and may initially work by phone until a permanent center is selected within a reasonable commute

Cerințe

  • Hold Series 7 and Series 66 licenses, or Series 63 and Series 65 instead of Series 66
  • If holding Series 63 or 65 without Series 66, pass the missing series examination within 60 days
  • Have at least one year of investment-industry experience, including investment training and detailed knowledge of investment products and services
  • Have at least one year of experience in financial services or a sales environment with achieved or exceeded targets
  • Hold a high school diploma, GED, secondary-school credential, or equivalent
  • Complete all required licenses and training
  • Meet SAFE Act registration requirements, including the required background check and registration process
  • Demonstrate the ability to establish and achieve goals
  • Build and maintain strong professional relationships
  • Collaborate effectively with colleagues and partners
  • Communicate clearly and confidently
  • Engage effectively with all clients
  • Manage objectives, handle complexity, prioritize work, and perform in a fast-paced setting
  • Remain open to learning, adapt to new information, and pursue suitable solutions for clients
  • Manage time and workload efficiently
  • Apply relevant regulatory due diligence thoroughly in daily work and long-term client strategies
  • Spanish bilingual ability preferred
  • Strong computer proficiency and multitasking ability in a demanding environment preferred
  • Three or more years of financial services or sales experience preferred
  • Certified Financial Planner (CFP) or Chartered Retirement Planning Counselor (CRPC) certification preferred
  • Insurance licenses preferred

Beneficii

  • Access to affordable, competitive, flexible benefits
  • Resources supporting physical, emotional, and financial well-being
  • Opportunities for learning, professional growth, and career development

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