Client-Centric Financial Solutions Advisor

Bank of America; Kansas; On-site; USD 40,000 - 47,000; Full time

Job summary

Bank of America is seeking a client-focused financial advisor to guide clients toward their financial goals using brokerage products, banking and investment strategies. You will triage client requests, refer to internal partners, and work to grow the client base in a fast-paced, results-driven environment.

The role requires licenses, strong communication, and relationship-building skills. Work is performed on-site in a standard banking center setting with typical 40-hour weeks and competitive

Qualifications

• Aptitude in obtaining required industry licenses.
• Experience in cultivating client relationships, assessing needs and recommending solutions.
• Strong communication and collaboration skills in a fast-paced environment.
• Educational requirements include a high school diploma; a bachelor's degree preferred.

Responsibilities

• Plan clients' financial goals and build a financial plan with brokerage products.
• Recommend banking and investments strategies aligned with client goals.
• Triages client requests and makes referrals to internal service providers based on client needs and asset thresholds.
• Mitigates and controls risk as part of daily activities.
• Identify and engage potential new clients through referrals.

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

Bachelor's degree

FINRA SIE / Securities Industry Essentials

Job description

Bank of America is seeking a client-focused financial advisor to guide clients toward their financial goals using brokerage products, banking and investment strategies. You will triage client requests, refer to internal partners, and work to grow the client base in a fast-paced, results-driven environment.

The role requires licenses, strong communication, and relationship-building skills. Work is performed on-site in a standard banking center setting with typical 40-hour weeks and competitive