Client-Focused Financial Solutions Advisor

Bank of America; Lacey (WA); Sur place; USD 82 656 000 - 96 432 000; Plein temps

Avantages offerts par ce poste

Industry-leading benefits

Paid time off

Résumé du poste

Bank of America is seeking a client-focused financial advisor to help clients achieve their financial goals using brokerage products and banking solutions. The role emphasizes referrals to internal partners, building relationships, and proactive client service.

Candidates should be capable of licensing, resilient under pressure, and capable of managing multiple tasks in a fast-paced environment while prioritizing the client's interests.

Qualifications

• Requires licenses (or willingness to obtain) and study for required certifications.
• Experience building client relationships and assessing needs to propose solutions.
• Ability to manage multiple tasks in a fast-paced environment and prioritize client interests.

Responsabilités

• Work with clients to plan financial goals using brokerage products and banking solutions.
• Recommends banking and investment strategies aligned with client goals.
• Triages client requests and refers to internal service providers based on needs and assets.
• Identify and engage potential new clients through referrals or center clientele.

Connaissances

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Risk Management

Oral Communications

Executive Presence

Trading

Formation

Bachelor's degree

FINRA SIE

Description du poste

Bank of America is seeking a client-focused financial advisor to help clients achieve their financial goals using brokerage products and banking solutions. The role emphasizes referrals to internal partners, building relationships, and proactive client service.

Candidates should be capable of licensing, resilient under pressure, and capable of managing multiple tasks in a fast-paced environment while prioritizing the client's interests.