Client-Focused Financial Solutions Advisor

Bank of America; Potomac (MD); On-site; USD 65,000 - 95,000; Full time

Job summary

Bank of America is seeking a client-focused advisor to help clients achieve their financial goals through tailored brokerage and banking solutions. You will build comprehensive financial plans, review investment contri-butions, and guide clients in selecting appropriate investment products.

The role requires licensing and strong relationship skills to grow a client base while collaborating with partners. A 40-hour week with in-office culture is typical in the United States.

Qualifications

• Licensing requirements must be obtained.
• Experience in cultivating client relationships and assessing needs.
• Ability to manage multiple tasks in a fast-paced environment.

Responsibilities

• Works with clients to plan financial goals and build a plan with brokerage products.
• Recommends banking and investments strategies aligned with client goals.
• Triages client requests and refers to internal service providers by asset thresholds.
• Identifies and engages potential new clients through referrals or center clientele.

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer and Client Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED

Bachelor's degree

Job description

Bank of America is seeking a client-focused advisor to help clients achieve their financial goals through tailored brokerage and banking solutions. You will build comprehensive financial plans, review investment contri-butions, and guide clients in selecting appropriate investment products.

The role requires licensing and strong relationship skills to grow a client base while collaborating with partners. A 40-hour week with in-office culture is typical in the United States.