Bank of America

Financial Advisor

Bank of America

Lexington, KY, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Welcome to Bank of America, where we are committed to helping our clients achieve their financial goals. We are currently seeking a highly motivated and experienced Financial Advisor to join our team. As a Financial Advisor, you will have the opportunity to provide personalized financial advice and guidance to our clients, helping them make informed decisions about their investments and financial planning. We are looking for someone who is knowledgeable in the financial industry, has strong communication skills, and is dedicated to providing exceptional customer service. If you are passionate about helping others achieve financial success and are looking for a dynamic and rewarding career, we would love to hear from you.

  1. Provide personalized financial advice and guidance to clients.
  2. Help clients make informed decisions about investments and financial planning.
  3. Stay up-to-date on industry trends and changes in the financial market.
  4. Build and maintain strong relationships with clients to understand their financial needs and goals.
  5. Conduct thorough financial analyses to identify potential risks and opportunities for clients.
  6. Develop customized financial plans for clients based on their individual goals and risk tolerance.
  7. Educate clients on various financial products and services offered by the bank.
  8. Collaborate with other team members, such as bankers and investment specialists, to provide comprehensive financial solutions to clients.
  9. Maintain accurate and organized client records and documentation.
  10. Continuously strive to meet and exceed sales and performance targets.
  11. Ensure compliance with all regulatory and bank policies and procedures.
  12. Attend training and development sessions to enhance knowledge and skills.
  13. Demonstrate exceptional customer service by responding promptly to client inquiries and concerns.
  14. Represent the bank in a professional and positive manner at all times.
  15. Utilize effective communication skills to clearly explain complex financial concepts to clients.
Where is this job?
This job is located at Lexington, KY, USA
Job Qualifications
  • Bachelor's Degree In Finance, Economics, Or A Related Field.

  • Minimum Of 2 Years Of Experience In Financial Planning Or Wealth Management.

  • Series 7 And 63 Licenses, As Well As State-Specific Insurance Licenses.

  • Strong Communication And Interpersonal Skills To Build Relationships With Clients.

  • Knowledge Of Investment Products And Financial Markets, As Well As The Ability To Analyze And Interpret Financial Data.

Required Skills
  • Budgeting

  • Financial Planning

  • Investment Management

  • Risk assessment

  • Client Relationship Management

  • wealth management

  • Asset allocation

  • Retirement planning

  • Cash flow management

  • Estate Planning

  • Tax Planning

  • Portfolio

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Attention to detail

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Financial Advisor in Lexington, KY, USA is between $50,000-$100,000 per year. This range can vary depending on factors such as experience, education, and the specific company or industry the advisor works for. However, some financial advisors in Lexington may earn well above the average range, with top earners making over $200,000 per year. It is important to note that this salary range is an estimate and may differ based on individual circumstances.

Additional Information
Bank of America is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedApril 10th, 2024
Apply BeforeJune 9th, 2026
This job posting is from a verified source. 
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About Bank of America

Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management, Global Banking, Global Markets, and Legacy Assets and Servicing. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses.

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