Banking & Investments Advisor

Bank of America Corporation; North Kingstown (RI); On-site; USD 40,000 - 46,000; Full time

Job summary

Bank of America Corporation is seeking a financial advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. You will triage leads, refer to business partners, and meet with clients to review goals and recommend products.

Responsibilities include building financial plans with brokerage products, recommending banking and investment strategies, and engaging new clients through referrals.

Qualifications

• High School Diploma or GED required or equivalent.
• FINRA SIE preferred or required depending on role, with licensing training ongoing.

Responsibilities

• Works with clients to plan short and long-term financial goals using brokerage products and banking/managed solutions.
• Recommends banking and investments strategies aligned with client goals.
• Triages client requests and makes referrals to internal service providers based on needs and assets.
• Mitigates and controls risk as part of daily activities.
• Identifies potential new clients through referrals or center 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

High School Diploma or GED

Job description

Bank of America Corporation is seeking a financial advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. You will triage leads, refer to business partners, and meet with clients to review goals and recommend products.

Responsibilities include building financial plans with brokerage products, recommending banking and investment strategies, and engaging new clients through referrals.