LogoFresh Jobs Ahead
Bank of America
Bank of America
H1B vizasi homiysiBank ishiFintexMoliya
Bank of America bank ishi, moliya va fintech sohalarida faoliyat yurituvchi global moliyaviy tashkilotdir. Uning xizmatlari jismoniy shaxslar uchun bank xizmatlari, kichik biznesni qo‘llab-quvvatlash, boyliklarni boshqarish, investitsiya xizmatlari hamda jismoniy shaxslar, bizneslar va muassasalar uchun kapital bozorlariga kirishni o‘z ichiga oladi. Kompaniya, shuningdek, barqaror moliyalashtirish, xilma-xillik tashabbuslari va jamoatchilikni rivojlantirish dasturlari orqali mas’uliyatli o‘sishga e’tibor qaratadi.
LinkedIn
Kompaniyadagi ish o‘rinlari

Financial Solutions Advisor - Fort Worth, TX Onsite

Advise Bank of America clients in the Fort Worth area on financial goals, investment plans, and banking solutions. Serve clients in financial centers and by phone.

USAmerika Qo‘shma ShtatlariTXTexasOfisdaTo‘liq stavkaJuniorDiplom talab qilinmaydiTalab Qilinadigan Til: inglizchaMoliyaviy rejalashtirish va tahlil

Tavsif

  • Advise clients on comprehensive, personalized financial solutions
  • Review and triage client leads and service requests
  • Refer clients to business partners and internal service providers based on their needs and asset thresholds
  • Meet with clients to assess financial and investment goals
  • Develop financial plans using brokerage products, including stocks, bonds, mutual funds, annuities, banking, and managed-money solutions
  • Recommend banking and investment strategies that align with client objectives
  • Manage and reduce risk in daily activities
  • Identify and engage prospective clients through referrals and financial center relationships
  • Coach referral partners and provide performance feedback
  • Complete required licensing and training
  • Register with the federal SAFE Act registry and remain in good standing
  • Train at one financial center and potentially begin in a phone-based role until a financial center is assigned within a reasonable commuting distance

Talablar

  • Hold Series 7 and Series 66 licenses, or Series 63 and Series 65 as substitutes for Series 66
  • If holding Series 63 or 65 without Series 66, pass the missing 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 financial-services or sales experience with a record of meeting or exceeding goals
  • Set and achieve goals effectively
  • Build and maintain strong professional relationships
  • Collaborate effectively with others
  • Communicate confidently and clearly
  • Manage goals, navigate complexity, prioritize work, and perform in a fast-paced environment
  • Learn, adapt to new information, and pursue appropriate solutions for clients
  • Manage time and capacity efficiently
  • Apply relevant regulatory due diligence to daily activities and long-term client strategies
  • Have a high school diploma, GED, secondary-school credential, or equivalent
  • Complete SAFE Act registration and the required background check for residential mortgage loan origination
  • Be available Monday through Friday and for rotating Saturdays
  • Work 40 hours per week

Imtiyozlar

  • Affordable, competitive, and flexible benefits
  • Resources supporting physical, emotional, and financial wellness
  • Opportunities to learn, grow, and make an impact
  • Career development opportunities

O‘xshash ish o‘rinlari