Client-Focused Financial Solutions Advisor

Bank of America; South Jordan (UT); On-site; USD 65,000 - 95,000; Full time

Job summary

Bank of America in the United States is seeking a client-focused financial advisor to deliver personalized guidance and tailored solutions. You will meet clients, review goals, and coordinate with partners to recommend banking and investment products while ensuring regulatory compliance.

Role emphasizes building relationships, growing client portfolios, and triaging requests to the appropriate teams.FINRA SIE and bilingual English/Spanish skills are valued, with training at a central location

Qualifications

• Aptitude to obtain required industry licenses and licenses in a timely manner.
• Experience cultivating client relationships, assessing needs and offering tailored solutions.
• Ability to communicate effectively and work in a fast-paced environment.
• Bilingual English & Spanish language proficiency – verbal and written.

Responsibilities

• Plan clients' short- and long-term financial goals with brokerage products.
• Recommend banking and investments strategies aligned to client goals.
• Triages client requests and makes referrals to internal service providers.
• Identifies and engages potential new clients through referrals.

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Portfolio Management

Referral Management

Risk Management

Trading

Executive Presence

Oral Communications

Business Acumen

Education

High School Diploma / GED

Bachelor’s degree

FINRA SIE

Job description

Bank of America in the United States is seeking a client-focused financial advisor to deliver personalized guidance and tailored solutions. You will meet clients, review goals, and coordinate with partners to recommend banking and investment products while ensuring regulatory compliance.

Role emphasizes building relationships, growing client portfolios, and triaging requests to the appropriate teams.FINRA SIE and bilingual English/Spanish skills are valued, with training at a central location