Client-Centric Financial Solutions Advisor

Bank of America; Bentonville (AR); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America is hiring to provide comprehensive financial advice and customized solutions to clients, helping them reach financial goals. The role includes triaging leads, referring to partners based on client needs, and reviewing goals with clients while obtaining required licenses and trainings.

Some roles may involve residential mortgage loan activity and SAFE Act compliance. Responsibilities include building financial plans, recommending strategies, triaging requests, and expanding client

Qualifications

• Aptitude in obtaining required industry licenses.
• Experience in cultivating client relationships, assessing needs and recommending solutions.
• Ability to manage multiple tasks in a fast-paced environment.

Responsibilities

• Build a financial plan with brokerage products (stocks, bonds, mutual funds, annuities, and banking and money managed solutions).
• Recommend banking and investment strategies aligned with client goals and needs.
• Triages client requests and makes referrals to internal service providers based on client needs and asset thresholds; mitigate risk.
• Identify and engage 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 / GED / Secondary School or equivalent

Job description

Bank of America is hiring to provide comprehensive financial advice and customized solutions to clients, helping them reach financial goals. The role includes triaging leads, referring to partners based on client needs, and reviewing goals with clients while obtaining required licenses and trainings.

Some roles may involve residential mortgage loan activity and SAFE Act compliance. Responsibilities include building financial plans, recommending strategies, triaging requests, and expanding client