Client-Focused Financial Planner & Investment Advisor

Bank of America; Springdale (AR); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America in the United States is seeking a client-focused advisor who provides comprehensive financial guidance and customized solutions. You will triage leads, refer to partners, and meet clients to review goals and suggest products, with required licenses and trainings.

The role may involve residential mortgage loan originations under SAFE Act requirements, and you will register with the federal system and pass a background check.

Qualifications

• Required industry licenses or aptitude to obtain them.
• Experience cultivating client relationships and assessing needs.
• Ability to build relationships and drive results in a fast-paced environment.
• Ability to communicate effectively and collaborate with peers.

Responsibilities

• Plan clients' short- and long-term financial goals using brokerage products and banking solutions.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and refers to internal service providers based on asset thresholds; manage risk.
• Identify and engage new clients through referrals or center clientele.

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

Bachelor's degree

Job description

Bank of America in the United States is seeking a client-focused advisor who provides comprehensive financial guidance and customized solutions. You will triage leads, refer to partners, and meet clients to review goals and suggest products, with required licenses and trainings.

The role may involve residential mortgage loan originations under SAFE Act requirements, and you will register with the federal system and pass a background check.