Client-Centric Financial Solutions Advisor

Bank of America; New Canaan (CT); Presencial; USD 60 000 - 70 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Benefits

Resumo da oferta

Bank of America is hiring in New Canaan, CT for a role focused on providing comprehensive financial guidance and tailored solutions to clients. You will triage client leads, refer to internal experts, and meet with clients to review goals and recommend products.

Licensing, ongoing training, and SAFE Act compliance are required components of the role. The position emphasizes building trusted relationships, delivering sound investment and banking strategies, and expanding the client base through

Qualificações

• 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.

Responsabilidades

• 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.

Conhecimentos

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

Formação académica

High School Diploma / GED / Secondary School or equivalent

Bachelor’s degree

Descrição da oferta de emprego

Bank of America is hiring in New Canaan, CT for a role focused on providing comprehensive financial guidance and tailored solutions to clients. You will triage client leads, refer to internal experts, and meet with clients to review goals and recommend products.

Licensing, ongoing training, and SAFE Act compliance are required components of the role. The position emphasizes building trusted relationships, delivering sound investment and banking strategies, and expanding the client base through