Client-Focused Financial Solutions Advisor

Bank of America; Mukilteo (WA); Presencial; USD 70.000 - 90.000; Jornada completa

Descripción de la vacante

Bank of America is seeking a qualified Financial Advisor to provide comprehensive financial guidance and customized solutions to clients, helping them achieve financial goals. The role involves triaging leads, referrals, and reviewing goals with clients to recommend appropriate products.

Compliance with required licenses, including SAFE Act registration for mortgage-originations, is essential. Open to multiple locations across the United States; training will occur at a designated financial

Formación

• Aptitude in obtaining required industry licenses
• Experience in cultivating client relationships
• Ability to manage time and multiple tasks
• Strong communication and collaboration skills
• Results-driven mindset with client focus
• Ability to learn new technology and applications

Responsabilidades

• Plan clients' short and long-term financial goals with brokerage and banking products
• Recommend banking and investment strategies aligned with client goals
• Triages client requests and refers to internal service providers based on assets
• Identify and engage potential new clients through referrals or financial center clientele

Descripción del empleo

Bank of America is seeking a qualified Financial Advisor to provide comprehensive financial guidance and customized solutions to clients, helping them achieve financial goals. The role involves triaging leads, referrals, and reviewing goals with clients to recommend appropriate products.

Compliance with required licenses, including SAFE Act registration for mortgage-originations, is essential. Open to multiple locations across the United States; training will occur at a designated financial