Client-Focused Investment Solutions Advisor

Bank of America Corporation; Cordova (TN); Vor Ort; USD 70.000 - 110.000; Vollzeit

Zusammenfassung

Bank of America is seeking a financial advisor to deliver comprehensive guidance and tailored solutions that help clients reach their financial goals. You will triage leads, refer to partners based on client needs and asset thresholds, and meet clients to review goals, build plans, and recommend brokerage products.

This role requires completing required licenses and trainings. It may involve SAFE Act registration for residential mortgage loan activity, and you will engage in a fast-paced

Qualifikationen

• Licenses required: Series 7 and 66 (or 63 and 65 in lieu).
• Minimum 1 year experience in investments and financial services or sales.
• Ability to set and achieve goals and build client relationships.
• Strong communication, collaboration, and client engagement skills.

Aufgaben

• Plan clients' short and long-term financial goals with brokerage products.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and referrals to internal service providers.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals.
• Provide coaching and feedback to referral partners.

Kenntnisse

Client relationship building

Effective communication

Team collaboration

Sales-minded

Referral partner coaching

Jobbeschreibung

Bank of America is seeking a financial advisor to deliver comprehensive guidance and tailored solutions that help clients reach their financial goals. You will triage leads, refer to partners based on client needs and asset thresholds, and meet clients to review goals, build plans, and recommend brokerage products.

This role requires completing required licenses and trainings. It may involve SAFE Act registration for residential mortgage loan activity, and you will engage in a fast-paced