Client-Focused Financial Solutions Advisor

ghr; Kentucky; On-site; USD 40,000 - 47,000; Full time

Job summary

Bank of America seeks a Financial Services Associate to provide comprehensive advice and tailored solutions to clients, helping them reach financial goals. You will triage leads, refer to partners, and meet with clients to review goals and recommend banking and investment products.

Role requires licenses, strong relationship building, and the ability to manage multiple tasks in a fast-paced environment. Training occurs at a financial center with potential to work in a phone-based capacity before

Qualifications

• Aptitude in obtaining required industry licenses.
• Strong time management and capacity.
• Experience in cultivating client relationships and recommending solutions.
• Excellent communication and collaboration skills.
• Results-driven mindset in a fast-paced environment.
• Ability to multitask and adapt to new technology.

Responsibilities

• Plan clients' short and long-term goals using brokerage products.
• Recommend banking and investments strategies that align with goals.
• Triages client requests and referrals to internal service providers.
• Identifies potential new clients through referrals and center clientele.

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Education

High School Diploma

Job description

Bank of America seeks a Financial Services Associate to provide comprehensive advice and tailored solutions to clients, helping them reach financial goals. You will triage leads, refer to partners, and meet with clients to review goals and recommend banking and investment products.

Role requires licenses, strong relationship building, and the ability to manage multiple tasks in a fast-paced environment. Training occurs at a financial center with potential to work in a phone-based capacity before