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Investment Planning Specialist

vor 2 Monaten

Wien, Wien, Österreich Bank of America Vollzeit

About the Role

This position is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include:

  • Triage client leads and make referrals to business partners based on client needs and asset thresholds.
  • Meet with clients to review financial and investment goals, build a financial plan, and recommend brokerage products.
  • Apply and expand knowledge by completing required licenses and trainings.

Responsibilities

This role requires:

  • Working 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.
  • Recommending banking and investments strategies that align with client financial goals and needs.
  • Triaging client requests and making referrals to appropriate internal service providers based on client needs and asset thresholds.
  • Mitigating and controlling risk as part of daily activities.
  • Identifying and engaging potential new clients through referrals or financial center clientele.
  • Providing coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended.

Requirements

To be successful in this role, you will need:

  • To currently hold Series 7 & 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.
  • To have at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
  • To have at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
  • To set and accomplish goals, achieving whatever you put your mind to.
  • To build and nurture strong relationships.
  • To collaborate effectively with others to get things done.
  • To communicate effectively and confidently and be comfortable engaging all clients.
  • To manage goals, navigate complexity, prioritize tasks and execute in a fast-paced environment.
  • To like to learn, adapt to new information and seek the right solutions for clients.
  • To efficiently manage your time and capacity.
  • To be thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.

Preferred Qualifications

It would be beneficial if you have:

  • 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.
  • Additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
  • Obtained your insurance licenses.

About Us

Bank of America is a leading financial institution dedicated to helping our clients achieve their financial goals. We are committed to providing exceptional service and expertise to our clients, and we are seeking a talented and motivated individual to join our team as a Financial Solutions Advisor.