Strategic Financial Solutions Advisor

ghr; Stafford; On-site; GBP 30,000 - 35,000; Full time

Job summary

Bank of America is seeking a financial advisor in the United States to provide comprehensive advice and customized solutions to clients, helping them achieve their financial goals. The role includes triaging client leads, referrals to partners based on client needs and asset thresholds, and meeting with clients to review goals and recommend products.

Requirements include licenses and trainings, SAFE Act registration for mortgage origination, and adherence to in-office culture with opportunities

Qualifications

• Aptitude in obtaining required industry licenses.
• Must manage time and capacity effectively.
• Experience in cultivating client relationships and recommending solutions.
• Ability to build peer relationships through communication and collaboration.
• Results-driven mindset prioritizing client's interests in a fast-paced environment.
• Demonstrates multitasking and adaptability to new technology.

Responsibilities

• Plan clients' short and long-term financial goals with brokerage products.
• Recommend banking and investment strategies.
• Triages client requests and refers to internal providers; manage risk.
• Identify and engage potential new clients through referrals.

Skills

Client Experience

Investment Management

Portfolio Management

Risk Management

Oral Communications

Executive Presence

Prospecting

Pipeline Management

Referral Management

Business Acumen

Trading

Education

High School Diploma / GED

Job description

Bank of America is seeking a financial advisor in the United States to provide comprehensive advice and customized solutions to clients, helping them achieve their financial goals. The role includes triaging client leads, referrals to partners based on client needs and asset thresholds, and meeting with clients to review goals and recommend products.

Requirements include licenses and trainings, SAFE Act registration for mortgage origination, and adherence to in-office culture with opportunities