Client-Focused Financial Solutions Advisor

Bank of America; Wilsonville (OR); In loco; USD 60.000 - 100.000; Tempo pieno

Descrizione del lavoro

Bank of America is hiring a Financial Advisor to deliver personalized financial guidance, assess client needs, and recommend banking and investment solutions to help clients meet their goals.

The role involves triaging client requests, coordinating with internal partners, and meeting licensing/training requirements including SAFE Act compliance. Location flexibility is noted with multiple centers.

Competenze

• Ability to obtain required industry licenses.
• Self-discipline in time and capacity management.
• Experience cultivating client relationships and assessing needs.
• Strong communication and collaboration to build peer relationships.
• Results-driven mindset prioritizing client interests in a fast-paced environment.
• Ability to multitask and adapt to new technology.

Mansioni

• Plan clients' short- and long-term financial goals with brokerage products.
• Recommend banking and investments strategies aligned with client goals.
• Triage requests and refer to internal service providers; manage risk.
• Identify and engage potential new clients through referrals or center clientele.

Conoscenze

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

Formazione

High School Diploma / GED

Strumenti

FINRA Series

Descrizione del lavoro

Bank of America is hiring a Financial Advisor to deliver personalized financial guidance, assess client needs, and recommend banking and investment solutions to help clients meet their goals.

The role involves triaging client requests, coordinating with internal partners, and meeting licensing/training requirements including SAFE Act compliance. Location flexibility is noted with multiple centers.