Client-Focused Financial Solutions Advisor

Bank of America; DeSoto (TX); In loco; USD 65.000 - 105.000; Tempo pieno

Descrizione del lavoro

Bank of America in the United States seeks a financial professional to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. The role includes building financial plans, reviewing goals with clients, and recommending brokerage products.

This position requires Series 7 & 66 licenses (63/65 acceptable), at least one year in investments or financial services, and strong client relationship skills to thrive in a fast-paced, compliance-focused

Competenze

• Currently holds Series 7 & 66 licenses; or 63/65 in lieu of 66.
• At least one year experience in investments or financial services.
• Sales experience in a financial services environment is preferred.

Mansioni

• Plans client short- and long-term financial goals with brokerage products.
• Recommends banking and investments strategies aligned with client goals.
• Triages client requests and referrals to internal service providers.
• Mitigates and controls risk as part of daily activities.
• Identifies potential new clients through referrals or branch clientele.
• Provides coaching and feedback to referral partners.

Conoscenze

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Causation Analysis

Client Management

Policies, Procedures, and Guidelines

Risk Management

Written Communications

Formazione

High School Diploma / GED / Secondary School or equivalent

Descrizione del lavoro

Bank of America in the United States seeks a financial professional to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. The role includes building financial plans, reviewing goals with clients, and recommending brokerage products.

This position requires Series 7 & 66 licenses (63/65 acceptable), at least one year in investments or financial services, and strong client relationship skills to thrive in a fast-paced, compliance-focused