Client-Focused Financial Solutions Advisor

Bank of America; Salt Lake City (UT); On-site; USD 65,000 - 100,000; Full time

Job summary

Bank of America is hiring in the United States for a financial advisor-type role focused on helping clients reach their financial goals through brokerage and banking products. Responsibilities include planning, referrals to business partners, and reviewing investment objectives with clients.

The role requires licenses and comfort working in a fast-paced environment. Training may occur at a central location before placement in a suitable financial center with potential travel within commuting

Qualifications

• Demonstrates aptitude in obtaining required industry licenses.
• Experience 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 products.
• Recommend banking and investment strategies aligned to goals.
• Triage requests and refer to internal partners based on needs.
• Identify potential new clients through referrals or center clientele.

Skills

Client Experience

Client Solutions

Investment Management

Pipeline Management

Referral Management

Client Management

Customer Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma or GED

Bachelor's degree (preferred)

Job description

Bank of America is hiring in the United States for a financial advisor-type role focused on helping clients reach their financial goals through brokerage and banking products. Responsibilities include planning, referrals to business partners, and reviewing investment objectives with clients.

The role requires licenses and comfort working in a fast-paced environment. Training may occur at a central location before placement in a suitable financial center with potential travel within commuting