Client-Focused Financial Advisor & Mortgage Solutions

Bank of America; Louisville (KY); Presencial; USD 55.000 - 85.000; Jornada completa

Descripción de la vacante

Bank of America in the United States seeks a financial professional to advise clients, triage leads, and refer to partners based on needs. You will meet clients to review goals and recommend products, while pursuing licenses and training required by SAFE Act.

The role may involve mortgage origination registration and potential relocation within a market-driven center system. Responsibilities include building financial plans with brokerage products, suggesting banking and investment strategies,

Formación

• Aptitude in obtaining required industry licenses
• Ability to manage time and capacity in a fast-paced environment
• Experience cultivating client relationships and recommending solutions
• Strong communication and collaboration with peers
• Results-driven mindset prioritizing client interests
• Ability to execute multiple tasks simultaneously
• Willingness to learn and adapt to new technology

Responsabilidades

• Plan clients' short and long‑term financial goals with brokerage and banking products
• Recommend banking and investment strategies aligned with goals
• Triages client requests and refers to internal service providers, managing risk
• Identify and engage potential new clients through referrals or center clientele

Conocimientos

Client Experience

Client Solutions

Investment Management

Pipeline Management

Referral Management

Client Management

Customer Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Educación

Bachelor's degree

Financial services experience

High School Diploma

Descripción del empleo

Bank of America in the United States seeks a financial professional to advise clients, triage leads, and refer to partners based on needs. You will meet clients to review goals and recommend products, while pursuing licenses and training required by SAFE Act.

The role may involve mortgage origination registration and potential relocation within a market-driven center system. Responsibilities include building financial plans with brokerage products, suggesting banking and investment strategies,