What are the responsibilities and job description for the Strategic Financial Planning Professional position at Bank of America?
Job Description:
We are seeking a Strategic Financial Planning Professional to join our team at Bank of America.
About the Role:
This role is responsible for providing comprehensive financial advice and customized solutions to clients to help them achieve their long-term goals.
Main Responsibilities:
- Triage client leads and make referrals to business partners based on client needs and asset thresholds
- Meet with clients to review their financial and investment goals, build a financial plan, and recommend brokerage products
- Apply and expand knowledge by completing required licenses and trainings
Required Qualifications:
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
- 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
Salary: The estimated salary for this position is $80,000 - $120,000 per year, depending on location and experience.
Location: Medfield, Massachusetts; Stoughton, Massachusetts; Bellingham, Massachusetts
Benefits:
At Bank of America, we offer a range of benefits to support your physical, emotional, and financial well-being. These include competitive pay, comprehensive health insurance, retirement savings plans, and opportunities for professional development and growth.
Why Join Us?
We are a diverse and inclusive workplace that values collaboration, innovation, and customer satisfaction. Our team members are committed to making a positive impact in the communities we serve, and we are looking for talented individuals who share our vision and values.
Salary : $80,000 - $120,000
