Client-Focused Financial Solutions Advisor

Bank of America; United States; On-site; USD 40,000 - 46,000; Full time

Benefits offered by this job

Benefits eligible

Competitive benefits

Job summary

Bank of America in the United States is seeking a client-focused financial professional to provide comprehensive advice and customized solutions. The role includes triaging leads, referring to partners, and reviewing client goals to suggest products and services.

Required licenses and ongoing training are part of the role, with a focus on residential mortgage origination and SAFE Act compliance. Strong relationships and clear communication are essential for success in a fast-paced environment.

Qualifications

• Aptitude in obtaining required industry licenses.
• Strong time management and capacity.
• Experience cultivating client relationships and identifying needs.
• Ability to collaborate with peers and stakeholders.
• Decision making in a fast-paced financial environment.
• Tech savvy and quick to learn new applications.

Responsibilities

• Plan clients' short and long-term goals using brokerage products.
• Recommend banking and investments aligned with client needs.
• Triages requests and refers to internal service providers.
• Mitigate risk as part of daily activities.
• Grow the client base through referrals and existing relationships.

Skills

Client Experience

Investment Advice

Portfolio Management

Referral Management

Risk Management

Communication

Relationship Building

Education

High School Diploma / GED

Bachelor’s degree

FINRA SIE Certification

Job description

Bank of America in the United States is seeking a client-focused financial professional to provide comprehensive advice and customized solutions. The role includes triaging leads, referring to partners, and reviewing client goals to suggest products and services.

Required licenses and ongoing training are part of the role, with a focus on residential mortgage origination and SAFE Act compliance. Strong relationships and clear communication are essential for success in a fast-paced environment.