Client-Focused Financial Solutions Advisor

Bank of America

Mesquite (TX)

Hybrid

USD 55,000 - 85,000

Full time

6 days ago

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Job summary

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. You will triage client leads, refer to business partners based on client needs and asset thresholds, and meet with clients to review financial and investment goals and recommend products.

This role requires completing required licenses and trainings, and may involve residential mortgage loan origination with SAFE Act

Qualifications

Aptitude in obtaining required industry licenses.
Self-discipline in managing time and capacity.
Experience cultivating client relationships and assessing needs.
Strong communication and collaboration with peers.
Results-driven mindset prioritizing client's interests in a fast-paced environment.
Willingness to learn new technology or applications.

Responsibilities

Triages client leads and refers to business partners based on client needs and assets.
Meets with clients to review financial goals and recommend products.
Builds financial plans with brokerage products including stocks and bonds.
Identifies potential new clients through referrals or financial center clientele.