Client-Focused Financial Solutions Advisor

Bank of America; Tulsa (OK); On-site; USD 65,000 - 85,000; Full time

Job summary

Bank of America seeks a client-focused financial advisor to provide comprehensive guidance and tailored solutions to help clients meet financial goals. The role includes triaging leads, referring to business partners, and meeting with clients to review goals and recommend products.

Licenses and trainings are required, with SAFE Act mortgage originations requiring registration. The position emphasizes in-office collaboration, with role-based flexible scheduling to support client needs and career

Qualifications

• Aptitude in obtaining required industry licenses
• Experience in cultivating client relationships, assessing needs and recommending solutions
• Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment
• Executes multiple tasks simultaneously

Responsibilities

• Works with clients to plan long- and short-term financial goals using brokerage products and banking solutions
• Recommends banking and investment strategies aligned with client goals
• Triages client requests and makes referrals to internal service providers based on needs and asset thresholds
• Identifies and engages potential new clients through referrals or center clientele

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer and Client Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED

Bachelor’s degree

FINRA SIE

Job description

Bank of America seeks a client-focused financial advisor to provide comprehensive guidance and tailored solutions to help clients meet financial goals. The role includes triaging leads, referring to business partners, and meeting with clients to review goals and recommend products.

Licenses and trainings are required, with SAFE Act mortgage originations requiring registration. The position emphasizes in-office collaboration, with role-based flexible scheduling to support client needs and career