Client-Focused Financial Solutions Advisor

Bank of America; Hanover (MD); On-site; USD 40,000 - 46,000; Full time

Job summary

Bank of America is seeking a dedicated financial professional at our Hanover, MA location to help clients achieve their financial goals through comprehensive advice and customized solutions. You will triage client leads, refer to internal partners, and review investment goals with clients while meeting licensing requirements and SAFE Act regulations.

The role involves building financial plans with brokerage products, mitigating risk, and engaging potential new clients through referrals or center

Qualifications

• Aptitude in obtaining required industry licenses.
• Must be self-disciplined in managing time and capacity.
• Experience in cultivating client relationships, assessing needs and recommending solutions.
• Strong ability to build peer relationships through effective communication and collaboration.
• Demonstrates a results-driven mindset while prioritizing client's interest in a fast-paced environment.
• Able to manage multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

Responsibilities

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products.
• Recommends banking and investments strategies that align with client financial goals and needs.
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds.
• Mitigates and controls risk as part of daily activities.
• Identifies and engages potential new clients through referrals or financial center clientele.

Skills

Investment Management

Client Management

Portfolio Management

Prospecting

Risk Management

Trading

Client Solutions Advisory

Pipeline Management

Referral Management

Executive Presence

Oral Communications

Business Acumen

Customer and Client Focus

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a dedicated financial professional at our Hanover, MA location to help clients achieve their financial goals through comprehensive advice and customized solutions. You will triage client leads, refer to internal partners, and review investment goals with clients while meeting licensing requirements and SAFE Act regulations.

The role involves building financial plans with brokerage products, mitigating risk, and engaging potential new clients through referrals or center