Client-Focused Financial Solutions Advisor

Bank of America; Wilmington (DE); On-site; USD 65,000 - 90,000; Full time

Job summary

Bank of America is seeking a financial professional to provide comprehensive advice and tailored solutions to clients, helping them reach their financial goals through brokerage products and mortgage considerations.

The role includes triaging client leads, referring to partners based on needs and assets, and meeting with clients to review goals while pursuing required licenses and trainings. SAFE Act registration applies for mortgage originations.

Qualifications

• Must be licensed in required industry licenses or ability to obtain them
• Self-discipline in managing time and capacity
• Experience cultivating client relationships and assessing needs
• Strong communication and collaboration skills for peer relationships
• Results-driven mindset prioritizing client interests in a fast-paced environment
• Ability to multitask and learn new technologies or applications

Responsibilities

• Plan clients' short and long-term financial goals by building a financial plan with brokerage products (stocks, bonds, mutual funds, annuities, banking and money management)
• Recommend banking and investment strategies aligned with client goals
• Triages client requests and refers to appropriate internal service providers based on needs and asset thresholds; mitigate risk in daily activities
• Identify and engage potential new clients through referrals or financial center clientele

Skills

Client Solutions Advisory

Investment Management

Portfolio Management

Risk Management

Executive Presence

Oral Communications

Business Acumen

Prospecting

Referral Management

Client Management

Customer and Client Focus

Trading

Pipeline Management

Referral Identification

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a financial professional to provide comprehensive advice and tailored solutions to clients, helping them reach their financial goals through brokerage products and mortgage considerations.

The role includes triaging client leads, referring to partners based on needs and assets, and meeting with clients to review goals while pursuing required licenses and trainings. SAFE Act registration applies for mortgage originations.