Client-Focused Financial Solutions Advisor

Bank of America; Riverhead; Sur place; NZD 71 000 - 82 000; Plein temps

Avantages offerts par ce poste

Benefits eligible

Résumé du poste

Bank of America in the United States is seeking a financial advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. The role includes triaging leads, referring to partners, and reviewing goals to recommend banking and investment products.

SAFE Act registration is required for mortgage loan originations. You will build client relationships, manage expectations, and collaborate with internal service providers to deliver tailored strategies.

Qualifications

• Minimum education is high school diploma or equivalent.
• Licenses required or pursued (e.g., FINRA SIE).
• Experience in cultivating client relationships and cross-selling.

Responsabilités

• Triages client leads and makes referrals to internal partners based on needs.
• Meets with clients to review financial goals and recommends banking/investment products.
• Ensures SAFE Act mortgage origination compliance and background checks where applicable.
• Builds and maintains long-term client relationships with a strong client-first focus.

Formation

High School Diploma / GED / Secondary School or equivalent

Client Relationship Management

Financial Planning

Investment Advisory

Prospecting

Communication Skills

Description du poste

Bank of America in the United States is seeking a financial advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. The role includes triaging leads, referring to partners, and reviewing goals to recommend banking and investment products.

SAFE Act registration is required for mortgage loan originations. You will build client relationships, manage expectations, and collaborate with internal service providers to deliver tailored strategies.