Banking & Investment Solutions Advisor

Bank of America; Virginia (MN); Hybrid; USD 82,777,000 - 96,421,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America is seeking a financial advisor to provide comprehensive guidance and customized solutions to clients, helping them reach their financial goals. The role includes triaging leads, referrals to partners, and meeting with clients to review goals and propose products while pursuing required licenses and SAFE Act training.

Residential mortgage loan activity is possible, requiring registration and background checks.

Qualifications

• Aptitude in obtaining required industry licenses.
• Must be self‑disciplined in managing time and capacity.
• Experience in cultivating client relationships, assessing needs and recommending solutions.
• Success creating strong peer relationships through effective communication and collaboration.
• Demonstrates a results‑driven mindset while prioritizing client’s interest in a complex, fast‑paced environment.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

Responsibilities

• Works with clients to plan their short and long‑term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
• Recommends banking and investments strategies that align with client financial goals and needs.
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds; mitigates and controls risk as part of daily activities.
• Identifies and engages potential new clients through referrals or financial center clientele

Skills

Client Experience

Investment Management

Portfolio Management

Risk Management

Oral Communications

Executive Presence

Business Acumen

Trading

Referral Management

Education

High School Diploma

Bachelor’s degree

Job description

Bank of America is seeking a financial advisor to provide comprehensive guidance and customized solutions to clients, helping them reach their financial goals. The role includes triaging leads, referrals to partners, and meeting with clients to review goals and propose products while pursuing required licenses and SAFE Act training.

Residential mortgage loan activity is possible, requiring registration and background checks.