Client-Focused Financial Solutions Advisor

Bank of America; Danbury (CT); On-site; USD 39,950 - 46,838; Full time

Job summary

Bank of America is seeking a financial advisor to provide comprehensive financial guidance and tailored solutions to clients, helping them reach their monetary goals through brokerage, banking, and advisory products.

The role includes triaging leads, referring to partners, and meeting with clients to review goals and present suitable investments, all while maintaining regulatory compliance and ongoing client service.

Qualifications

• Requires ability to obtain industry licenses
• Strong time-management and capacity
• Experience in cultivating client relationships and assessing needs

Responsibilities

• Plan clients' short- and long-term financial goals with brokerage and banking products
• Recommend banking and investment strategies aligned with client goals
• Triages client requests and refers to internal partners based on needs and assets
• Identify and engage potential new clients through referrals or existing clientele

Skills

Client Experience

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 Securities Industry Essentials (SIE)

Job description

Bank of America is seeking a financial advisor to provide comprehensive financial guidance and tailored solutions to clients, helping them reach their monetary goals through brokerage, banking, and advisory products.

The role includes triaging leads, referring to partners, and meeting with clients to review goals and present suitable investments, all while maintaining regulatory compliance and ongoing client service.