Client-Focused Financial Solutions Advisor

Bank of America; Wilmington (MA); On-site; USD 80,000 - 110,000; Full time

Job summary

Bank of America is seeking a client-focused financial advisor to provide comprehensive financial guidance and customized solutions. You will triage leads, coordinate with partners, and meet with clients to review goals and recommend products.

You will pursue required licenses and participate in SAFE Act-compliant mortgage loan activities as applicable. The role involves building financial plans with stocks, bonds, funds, annuities, and banking solutions, while managing risk and maintaining high

Qualifications

• Licenses or pursuing required licenses in financial services.
• Strong time management and orientation to results.
• Experience in cultivating client relationships and assessing needs.
• Ability to build peer relationships through collaboration.
• Adaptable in a fast-paced environment with client focus.

Responsibilities

• Plan clients' short- and long-term financial goals with brokerage products and banking solutions.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and refers to internal service providers by needs and assets.
• Identify and engage new clients through referrals or center clientele.

Skills

Client Relationship Building

Financial Planning

Investment Advisory

Referral Management

Oral Communications

Risk Management

Portfolio Management

Executive Presence

Education

Bachelor’s degree

High School Diploma / GED

Job description

Bank of America is seeking a client-focused financial advisor to provide comprehensive financial guidance and customized solutions. You will triage leads, coordinate with partners, and meet with clients to review goals and recommend products.

You will pursue required licenses and participate in SAFE Act-compliant mortgage loan activities as applicable. The role involves building financial plans with stocks, bonds, funds, annuities, and banking solutions, while managing risk and maintaining high