Client-Focused Financial Planner & Investment Advisor

Bank of America; Forest Hills (PA); On-site; USD 40,000 - 46,000; Full time

Benefits offered by this job

Industry-leading benefits

Job summary

Bank of America seeks a financial advisor to provide comprehensive guidance and customized solutions for clients. The role includes triaging leads, referrals, and meeting clients to review goals and recommend products.

Licenses and training are required, with potential SAFE Act mortgage responsibilities. Responsibilities include building financial plans with brokerage products, recommending strategies, and identifying new clients through referrals.

Qualifications

• Must obtain required industry licenses as needed.
• Strong time management and ability to manage multiple tasks.
• Experience building client relationships and assessing needs.
• Demonstrates a results-driven mindset in a fast-paced environment.
• Excellent communication and collaboration skills.
• Familiarity with new technology or applications.
• FINRA SIE is preferred for candidates.

Responsibilities

• Triages client leads and referrals to appropriate partners.
• Meets with clients to review goals and recommend products.
• Builds financial plans using brokerage and banking solutions.
• Plans short and long-term financial goals with clients.

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer and Client Focus

Portfolio Management

Prospecting

Risk Management

Trading

Education

High School Diploma

GED

Bachelor’s degree

Job description

Bank of America seeks a financial advisor to provide comprehensive guidance and customized solutions for clients. The role includes triaging leads, referrals, and meeting clients to review goals and recommend products.

Licenses and training are required, with potential SAFE Act mortgage responsibilities. Responsibilities include building financial plans with brokerage products, recommending strategies, and identifying new clients through referrals.