Client-Focused Financial Solutions Advisor

Bank of America; Oklahoma; On-site; USD 65,000 - 90,000; Full time

Job summary

Bank of America is seeking a Financial Advisor to provide comprehensive client guidance, build personalized financial plans, and advance solutions across investments and banking products.

Responsibilities include triaging leads, coordinating with partners, and meeting clients to review goals and licensing requirements. A focus on risk management and regulatory compliance is essential in a fast-paced, in-office setting.

Qualifications

• Must obtain required industry licenses and registrations.
• Experience cultivating client relationships and assessing needs.
• Strong communication and collaboration skills in a fast-paced environment.

Responsibilities

• Plan clients' short- and long-term financial goals with brokerage products.
• Recommend banking and investments strategies aligned with client goals.
• Triages client requests and refers to internal service providers by asset thresholds.
• Identify and engage potential new clients through referrals or bank clientele.

Skills

Client Experience

Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer Focus

Portfolio Management

Prospecting

Risk Management

Oral Communications

Trading

Education

High School Diploma

FINRA SIE

Bachelor's degree

Job description

Bank of America is seeking a Financial Advisor to provide comprehensive client guidance, build personalized financial plans, and advance solutions across investments and banking products.

Responsibilities include triaging leads, coordinating with partners, and meeting clients to review goals and licensing requirements. A focus on risk management and regulatory compliance is essential in a fast-paced, in-office setting.