Client-Focused Financial Solutions Advisor

Bank of America; Raleigh (NC); On-site; USD 70,000 - 140,000; Full time

Job summary

Bank of America is seeking a financial professional to provide comprehensive advice and tailored solutions to clients, helping them reach goals through brokerage products, banking, and managed solutions.

You will triage leads, refer to partners based on client needs and asset thresholds, and meet with clients to review financial and investment goals while maintaining regulatory requirements.

Qualifications

• Aptitude in obtaining required industry licenses.
• Experience in cultivating client relationships, assessing needs and recommending solutions.
• Ability to manage time and multi-task in a fast-paced environment.

Responsibilities

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial 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 / Secondary School or equivalent

FINRA SIE Bachelor's degree or higher (desired)

Job description

Bank of America is seeking a financial professional to provide comprehensive advice and tailored solutions to clients, helping them reach goals through brokerage products, banking, and managed solutions.

You will triage leads, refer to partners based on client needs and asset thresholds, and meet with clients to review financial and investment goals while maintaining regulatory requirements.