Wealth Management Advisor

Wealth Management Advisor

Job Description:

The Wealth Management Advisor position entails offering in-depth financial counsel and tailored recommendations to clients to aid them in attaining their financial aspirations and navigating life transitions effectively. You will be tasked with building strong client relationships, evaluating their unique financial goals, devising personalized strategies, and presenting suitable financial solutions. Your integral role includes acting as a trusted advisor in guiding clients through their investment targets, retirement plans, wealth management, and other essential financial objectives.

Responsibilities:

• Collaborating with individuals to chart out their immediate and future financial aspirations through the creation of a financial strategy using brokerage tools like equities, fixed-income securities, pooled investment vehicles, insurance products, and various banking and wealth management services
• Provides guidance on banking and investment strategies that are tailored to match the financial goals and needs of the client
• Manages client requests based on priority and guides them to the relevant internal service providers, taking into consideration client needs and financial limits
• Minimizes and handles potential risks in routine operations
• Recognizes and connects with prospective clients through recommendations or those visiting banking facilities
• Supplies mentoring and advice to partners who refer based on familiarity with client needs and suggested services

Required Qualifications:

• Holds at least one year of expertise in the investments field, with a background in investment education and a thorough comprehension of different investment vehicles.
• Possesses at least one year of experience in the financial services industry and/or a sales environment with a track record of meeting or surpassing goals.
• Sets targets and fulfills them through unwavering determination.
• Develops and fosters enduring bonds.
• Demonstrates effective teamwork skills to achieve goals alongside colleagues.
• Shows proficiency in conveying messages clearly and confidently, while maintaining a high level of comfort in engaging with all types of clients.
• Takes charge of objectives, maneuvers through intricacies, emphasizes tasks, and carries out actions efficiently in a high-speed setting.
• Has a passion for learning, is flexible in incorporating new insights, and aims to identify effective answers for clients.
• Manages your time and capabilities in a proficient manner.
• Demonstrates a meticulous and reflective attitude in assimilating pertinent regulatory scrutiny into the daily routines and future objectives for clients.

Desired Qualifications:

• Skilled in computer operations and adept at managing numerous responsibilities in a fast-paced atmosphere.
• Successful track record of at least three years in the financial services industry or a sales arena, meeting or exceeding performance targets.
• Earned additional credentials such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Attained your insurance permits.

Minimum Education Requirement:

Attainment of a secondary school certificate or GED is mandatory

Skills:

• Advisory
• Account Management
• Client Experience Branding
• Prioritizing the needs and preferences of customers and clients
• Oral Communications
• Issue Management
• Client Solutions Advisory
• Pipeline Management
• Active Listening
• Attention to Detail
• Risk Management
• Policies, procedures, and guidelines encompass a set of principles and protocols designed to ensure consistency, compliance, and efficiency in the operation of a business
• Client Management
• Causation Analysis
• Written Communications

About us:

Bank of America's guiding principle is to improve financial well-being through meaningful connections and interactions. Our operational approach of Responsible Growth is fundamental to our organizational ethos, ensuring that all stakeholders, including clients, employees, communities, and shareholders, receive value on a consistent basis. Central to our ethos is the creation of an exceptional work environment that embraces diversity, attracts and nurtures exceptional talent, prioritizes the well-being of our workforce, recognizes and rewards outstanding performance, and drives positive community impact. Bank of America offers a platform for individuals to carve out a successful career path marked by opportunities for development, growth, and meaningful contributions. Come and be part of our team at Bank of America, where your career can thrive through impactful connections and shared purpose

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