Client-Focused Financial Solutions Advisor

Bank of America; Stratford (CT); In loco; USD 40.000 - 46.000; Tempo pieno

Vantaggi offerti da questo lavoro

Industry-leading benefits

Paid time off

Flexible benefits

Descrizione del lavoro

Bank of America in Stratford, CT seeks a client-focused advisor to help clients reach their financial goals by providing tailored solutions through brokerage, banking, and investment products. You will triage leads and coordinate with internal partners to build practical financial plans.

The role requires completing required licenses, cultivating client relationships, and managing multiple tasks in a fast-paced environment while upholding compliance and standards.

Competenze

• Aptitude in obtaining required industry licenses
• Must be self-disciplined in managing time and capacity
• Experience in cultivating client relationships, assessing needs and recommending solutions
• Proven ability to build strong peer relationships through effective communication and collaboration
• Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment
• Executes multiple tasks simultaneously
• Learns and adapts to new technology or applications

Mansioni

• Plan clients' short- and long-term financial goals with brokerage products.
• Recommend banking and investments strategies aligned with client goals.
• Triages client requests and referrals to internal service providers.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals.

Conoscenze

Client Experience

Investment Knowledge

Portfolio Management

Executive Presence

Formazione

High School Diploma / GED

FINRA SIE certification

Descrizione del lavoro

Bank of America in Stratford, CT seeks a client-focused advisor to help clients reach their financial goals by providing tailored solutions through brokerage, banking, and investment products. You will triage leads and coordinate with internal partners to build practical financial plans.

The role requires completing required licenses, cultivating client relationships, and managing multiple tasks in a fast-paced environment while upholding compliance and standards.