Client-Focused Financial Solutions Advisor

Bank of America; Plano (TX); On-site; USD 65,000 - 105,000; Full time

Job summary

Bank of America is seeking a role focused on providing comprehensive financial advice and customized solutions to help clients achieve goals. The position involves triaging leads, referrals to partners, and meeting clients to discuss goals and licensing requirements. SAFE Act registration for mortgage loan origination may apply.

In-office culture with flexible role-based options. Responsibilities include building financial plans with brokerage products, recommending strategies, triaging

Qualifications

• Licenses required by the industry.
• Must be self-disciplined in managing time and capacity.
• Experience in cultivating client relationships and needs assessment.
• Demonstrates a results-driven mindset while prioritizing client interests.
• Ability to multitask in a fast-paced environment.
• Learns and adapts to new technology or applications.

Responsibilities

• Works with clients to plan short and long-term financial goals with brokerage products.
• Recommends banking and investments strategies aligned with client goals.
• Triages client requests and refers to appropriate internal providers based on need.
• Identifies and engages potential new clients through referrals and center clientele.

Skills

Client Experience Branding

Investment Management

Portfolio Management

Risk Management

Trading

Referral Management

Client Management

Executive Presence

Oral Communications

Business Acumen

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a role focused on providing comprehensive financial advice and customized solutions to help clients achieve goals. The position involves triaging leads, referrals to partners, and meeting clients to discuss goals and licensing requirements. SAFE Act registration for mortgage loan origination may apply.

In-office culture with flexible role-based options. Responsibilities include building financial plans with brokerage products, recommending strategies, triaging