Strategic Financial Solutions Advisor

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

Job summary

Bank of America seeks a licensed financial advisor to provide comprehensive advisory services and tailored solutions, helping clients reach financial goals. You will triage leads, refer to partners, review goals with clients, build a financial plan, and recommend brokerage products.

Licenses and required trainings are part of the role. This position may involve residential mortgage loan work under SAFE Act requirements, including background checks.

Qualifications

• Series 7 and 66 licenses (or 63/65 in lieu)
• 1+ year experience in investments
• 1+ year experience in financial services or sales with goals
• Strong relationship-building and collaboration
• Effective communication with clients
• Ability to manage goals and adapt in a fast-paced environment
• Committed to regulatory due diligence in daily activities

Responsibilities

• Plan clients' short- and long-term financial goals with brokerage products (stocks, bonds, mutual funds, annuities, banking solutions)
• Recommend banking and investment strategies aligned with client goals
• Triages client requests and refers to internal service providers
• Mitigate and manage risk in daily activities
• Identify and engage potential new clients through referrals or center clientele
• Provide coaching and feedback to referral partners

Skills

Account Management

Advisory

Client Experience

Oral Communications

Active Listening

Attention to Detail

Client Solutions

Risk Management

Communication

Pipeline Management

Education

High School Diploma / GED

Job description

Bank of America seeks a licensed financial advisor to provide comprehensive advisory services and tailored solutions, helping clients reach financial goals. You will triage leads, refer to partners, review goals with clients, build a financial plan, and recommend brokerage products.

Licenses and required trainings are part of the role. This position may involve residential mortgage loan work under SAFE Act requirements, including background checks.