Strategic Financial Solutions Advisor

ghr; Wexford; On-site; EUR 53,000 - 79,000; Full time

Job summary

Bank of America in the United States is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them achieve their financial goals. You will triage client leads, refer to partners based on client needs, and meet with clients to review goals and recommend products.

This role requires obtaining required licenses, building strong client relationships, and applying a disciplined, results‑driven approach in a fast‑paced environment while managing risk

Qualifications

• Aptitude in obtaining required industry licenses.
• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
• FINRA SIE certification is preferred.

Responsibilities

• Works with clients to plan short and long-term financial goals by building a financial plan with brokerage products.
• Recommends banking and investments strategies that align with client goals and needs.
• Triages client requests and makes referrals to internal service providers; mitigates risk as part of daily activities.
• Identifies and engages potential new clients through referrals or clientele.

Skills

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

Education

Bachelor’s degree

FINRA SIE certification

Job description

Bank of America in the United States is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them achieve their financial goals. You will triage client leads, refer to partners based on client needs, and meet with clients to review goals and recommend products.

This role requires obtaining required licenses, building strong client relationships, and applying a disciplined, results‑driven approach in a fast‑paced environment while managing risk