Client-Centric Financial Solutions Advisor

Bank of America Corporation; Gardendale (AL); On-site; USD 55,000 - 90,000; Full time

Job summary

Bank of America Corporation is seeking a client-focused financial professional to help clients achieve their financial goals. The role involves building financial plans using brokerage products, and recommending banking and investment strategies tailored to client needs.

You will triage client requests, refer to internal partners, and work toward growing the client base through referrals and center clientele while maintaining regulatory readiness.

Qualifications

• This role requires licenses that are pursued by the employee and training completed to meet regulatory requirements.
• Ability to manage time effectively and maintain client relationships in a fast-paced environment.
• Strong communication and collaboration skills to coordinate with internal partners.

Responsibilities

• Plans clients' short and long-term financial goals using brokerage products and banking solutions.
• Recommends banking and investments strategies aligned with client goals and needs.
• Triages client requests and refers to internal service providers based on needs; mitigates risk.
• Identifies and engages potential new clients through referrals or center clientele.

Skills

Client Experience

Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

Bachelor's degree and/or a minimum of one year of financial services industry or sales experience

FINRA Securities Industry Essentials (SIE)

Job description

Bank of America Corporation is seeking a client-focused financial professional to help clients achieve their financial goals. The role involves building financial plans using brokerage products, and recommending banking and investment strategies tailored to client needs.

You will triage client requests, refer to internal partners, and work toward growing the client base through referrals and center clientele while maintaining regulatory readiness.