Client‑Focused Financial Solutions Advisor

Habitat For Humanity Of Durham; Raleigh (NC); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America is hiring to help clients achieve financial goals by providing comprehensive advisory services and customized solutions. The role includes triaging leads, referring to partners, and reviewing goals with clients to recommend products.

Licenses and trainings are required to advance, and SAFE Act registration is part of the job. The team emphasizes in-office collaboration, structured development, and a commitment to wellness, while providing a stable career path in a fast-paced

Qualifications

• Aptitude in obtaining required industry licenses
• Must be self-disciplined in managing time and capacity
• Experience in cultivating client relationships, assessing needs and recommending solutions
• Success creating strong peer relationships through effective communication and collaboration
• Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment
• Executes multiple tasks simultaneously
• Learns and adapts to new technology or applications

Responsibilities

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center clientele

Skills

Client Experience

Investment Management

Portfolio Management

Referral Management

Client Solutions Advisory

Pipeline Management

Executive Presence

Oral Communications

Risk Management

Trading

Client Management

Business Acumen

Education

High School Diploma / GED

Job description

Bank of America is hiring to help clients achieve financial goals by providing comprehensive advisory services and customized solutions. The role includes triaging leads, referring to partners, and reviewing goals with clients to recommend products.

Licenses and trainings are required to advance, and SAFE Act registration is part of the job. The team emphasizes in-office collaboration, structured development, and a commitment to wellness, while providing a stable career path in a fast-paced