Client-Focused Financial Solutions Advisor

Bank of America; Fairfield (CT); Presencial; USD 70.000 - 110.000; Jornada completa

Descripción de la vacante

Bank of America is seeking a client-focused financial advisor to provide comprehensive advice and customized solutions. You will help clients reach their financial goals using brokerage products, banking and investment strategies, and personalized referrals.

The role involves triaging client leads, making referrals to partners based on needs, and meeting with clients to review goals and recommend products. Licenses/trainings are required, and SAFE Act registration may apply for mortgage-related

Formación

• Licensing required; obtain industry licenses.
• Strong time management and capacity control.
• Experience cultivating client relationships and assessing needs.
• Excellent communication and collaboration with peers.
• Results-driven mindset in a fast-paced environment.
• Ability to multitask effectively.
• Adapt to new technology and applications.

Responsabilidades

• Plan clients' short and long-term financial goals using brokerage products (stocks, bonds, mutual funds, annuities) and banking/managed solutions.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and refers to internal partners based on needs and asset thresholds; mitigate risk.
• Identify and engage potential new clients through referrals or existing clientele.

Conocimientos

Licensing aptitude

Time management

Relationship building

Peer collaboration

Results driven

Multi-tasking

Tech adaptability

Educación

High School Diploma / GED / Secondary School or equivalent

Bachelor’s degree or 1 year in financial services or sales

Descripción del empleo

Bank of America is seeking a client-focused financial advisor to provide comprehensive advice and customized solutions. You will help clients reach their financial goals using brokerage products, banking and investment strategies, and personalized referrals.

The role involves triaging client leads, making referrals to partners based on needs, and meeting with clients to review goals and recommend products. Licenses/trainings are required, and SAFE Act registration may apply for mortgage-related