Client-Focused Financial Solutions Advisor

Bank of America; Sharon (OH); On-site; USD 60,000 - 70,000; Full time

Job summary

Bank of America is hiring to provide comprehensive financial advice and customized solutions to clients, helping them reach their goals. You will triage leads, refer to business partners, and meet with clients to review goals and recommend products.

Role requires licenses or training, and may involve SAFE Act mortgage origination registration. Expect a collaborative, in-office environment with opportunities for growth and development.

Qualifications

• Licenses and trainings required or in progress.
• Experience in cultivating client relationships and assessing needs.
• Ability to balance multiple tasks in a fast-paced environment.

Responsibilities

• Build financial plans using brokerage and banking products.
• Recommend banking and investment strategies aligned with goals.
• Triages client requests and referrals to internal teams.
• Identify potential new clients through referrals or existing center clientele.

Skills

Client Experience

Investment Management

Pipeline Management

Referral Management

Client Management

Communications

Risk Management

Executive Presence

Oral Communications

Education

High School Diploma / GED / Secondary School

Job description

Bank of America is hiring to provide comprehensive financial advice and customized solutions to clients, helping them reach their goals. You will triage leads, refer to business partners, and meet with clients to review goals and recommend products.

Role requires licenses or training, and may involve SAFE Act mortgage origination registration. Expect a collaborative, in-office environment with opportunities for growth and development.