Job Description
This role provides comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Responsibilities
Work with clients to plan 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.
Recommend banking and investment strategies that align with client financial goals and needs.
Triage client requests and make referrals to appropriate internal service providers based on client needs and asset thresholds.
Mitigate and control risk as part of daily activities.
Identify and engage potential new clients through referrals or financial center clientele.




Provide coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended.
Required Qualifications
Currently holds Series 7 & 66 licenses (or 63 & 65 in lieu of 66). If a 66 is not held, a passing score for the missing series may be required within 60 days.
At least one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
At least one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
Sets and accomplishes goals, achieving whatever you put your mind to.
Builds and nurtures strong relationships.
Collaborates effectively with others to get things done.
Communicates effectively and confidently and is comfortable engaging all clients.
Manages goals, navigates complexity, prioritizes tasks and executes in a fast‑paced environment.
Likes to learn, adapts to new information, and seeks the right s

📌 Financial Planning Consultant (España)
🏢 Bank Of America
📍 España