Client-Focused Financial Solutions Advisor

Bank of America; Salisbury (MD); On-site; USD 40,000 - 47,000; Full time

Benefits offered by this job

Benefits eligibility

Paid time off

Job summary

Bank of America is seeking an advisor to provide comprehensive financial guidance and customized solutions to clients. The role involves triaging leads, referring to internal specialists, and meeting with clients to review goals and recommend products.

Licenses and trainings are required, and SAFE Act registration applies to mortgage-related activities. The position emphasizes building client relationships, planning financial strategies, and supporting a range of retirement, investment, and

Qualifications

• Licensed or pursuing required industry licenses.
• Experience in cultivating client relationships and assessing needs.
• Ability to manage multiple tasks in a fast-paced environment.
• Strong communication and collaboration skills.

Responsibilities

• Plan clients' short and long-term financial goals with brokerage and banking products.
• Recommend banking and investment strategies aligned to client goals.
• Triage client requests and refer to appropriate service providers based on assets.
• Identify and engage potential new clients through referrals or existing clientele.

Skills

Client Experience

Investment Planning

Relationship Building

Sales & Referrals

Portfolio Knowledge

Risk Awareness

Oral Communication

Tech Adaptability

Time Management

Education

High School Diploma / GED

Bachelor's degree (desired)

Job description

Bank of America is seeking an advisor to provide comprehensive financial guidance and customized solutions to clients. The role involves triaging leads, referring to internal specialists, and meeting with clients to review goals and recommend products.

Licenses and trainings are required, and SAFE Act registration applies to mortgage-related activities. The position emphasizes building client relationships, planning financial strategies, and supporting a range of retirement, investment, and