Client Wealth Advisor & Financial Solutions

Bank of America; Birmingham (AL); In loco; USD 65.000 - 95.000; Tempo pieno

Descrizione del lavoro

Bank of America in the United States seeks a financial advisor to provide comprehensive guidance and customized solutions to help clients achieve financial goals. You will triage leads, refer to business partners based on client needs and asset thresholds, and meet with clients to review goals and recommend products.

The role includes completing required licenses and trainings, with potential SAFE Act-registered residential mortgage loan origination work.

Competenze

• Aptitude in obtaining required industry licenses
• Bachelor's degree or equivalent
• FINRA SIE held or pursued

Mansioni

• Plan clients' short- and long-term financial goals using brokerage products
• Recommend banking and investments strategies aligned with client goals
• Triages client requests and refers to internal service providers based on assets
• Identify new clients through referrals or center clientele

Conoscenze

Client experience

Investment management

Portfolio management

Referral management

Risk management

Oral communications

Business acumen

Client solutions advisory

Prospecting

Formazione

Bachelor's degree

FINRA SIE

Descrizione del lavoro

Bank of America in the United States seeks a financial advisor to provide comprehensive guidance and customized solutions to help clients achieve financial goals. You will triage leads, refer to business partners based on client needs and asset thresholds, and meet with clients to review goals and recommend products.

The role includes completing required licenses and trainings, with potential SAFE Act-registered residential mortgage loan origination work.