Client-Focused Financial Solutions Advisor

Bank of America; Owings Mills (MD); On-site; USD 50,000 - 90,000; Full time

Job summary

Bank of America is hiring a role focused on providing comprehensive financial guidance and customized solutions to help clients achieve their goals. The position involves triaging leads, referring to partners, and meeting with clients to review goals and recommend products. Licensing requirements and SAFE Act considerations apply.

The role emphasizes in-office collaboration, with flexibility based on role and business needs, and opportunities to learn, grow, and impact communities.

Qualifications

• Licenses required or in progress for financial services roles.
• Experience in cultivating client relationships and assessing needs.
• Ability to manage multiple tasks in a fast-paced environment.
• Strong communication and collaboration with peers and partners.

Responsibilities

• Works with clients to plan short and long-term financial goals using brokerage products and banking solutions.
• Recommends strategies aligned with clients' goals and risk tolerance.
• Triages client requests and refers to internal partners based on needs and assets, while mitigating risk.
• Identifies new clients through referrals or existing center clientele.

Skills

Client Experience

Investment Management

Portfolio Management

Risk Management

Oral Communications

Referral Management

Pipeline Management

Executive Presence

Business Acumen

Education

Bachelor's degree

High School Diploma or GED

Job description

Bank of America is hiring a role focused on providing comprehensive financial guidance and customized solutions to help clients achieve their goals. The position involves triaging leads, referring to partners, and meeting with clients to review goals and recommend products. Licensing requirements and SAFE Act considerations apply.

The role emphasizes in-office collaboration, with flexibility based on role and business needs, and opportunities to learn, grow, and impact communities.