Strategic Financial Solutions Advisor

Bank of America; Córdoba; Presencial; EUR 53.000 - 88.000; Jornada completa

Descripción de la vacante

Bank of America is seeking a Financial Advisor to deliver comprehensive guidance and customized solutions for clients to achieve their financial goals.

You will triage leads, refer to business partners, and meet with clients to review goals and suggest banking and investment products, including mortgage options. Licenses and training are required, and a professional, client-focused approach is essential.

Formación

• Requires licensure eligibility; obtain required licenses.
• Strong time management and ability to manage multiple tasks.
• Experience in cultivating client relationships and recommending solutions.
• Demonstrates ability to build peer relationships and communicate effectively.
• Results-driven mindset while prioritizing client interests in a fast-paced environment.
• Learns and adapts to new technology.

Responsabilidades

• Triages client leads and refers to internal partners by need and assets
• Reviews financial goals with clients and recommends products
• Plans clients' short and long-term goals using brokerage and banking solutions
• Identifies and engages potential new clients through referrals and existing clientele

Conocimientos

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer and Client Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Educación

High School Diploma / GED / Secondary School or equivalent

Descripción del empleo

Bank of America is seeking a Financial Advisor to deliver comprehensive guidance and customized solutions for clients to achieve their financial goals.

You will triage leads, refer to business partners, and meet with clients to review goals and suggest banking and investment products, including mortgage options. Licenses and training are required, and a professional, client-focused approach is essential.