Client Wealth & Investment Advisor

Bank of America; Hanover (York County); On-site; USD 40,000 - 46,000; Full time

Job summary

Bank of America in Hanover, MD seeks a Financial Advisor to provide comprehensive financial guidance and customized solutions. You’ll help clients reach goals using brokerage products, banking, and investment strategies.

The role includes triaging leads, referrals to partners, and meeting clients to review goals while completing required licenses and training, including SAFE Act considerations for mortgage work.

Qualifications

• Aptitude in obtaining required industry licenses
• Experience in cultivating client relationships, assessing needs and recommending solutions
• Ability to manage multiple tasks in a fast-paced environment
• Willingness to obtain required licenses and trainings

Responsibilities

• Plan clients' short and long-term financial goals by building a financial plan with brokerage products and banking solutions
• Recommend banking and investment strategies aligned with client goals
• Triages client requests and makes referrals to internal service providers based on needs and assets, while managing risk
• Identify and engage potential new clients through referrals or center clientele

Skills

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

Education

High School Diploma or GED

Job description

Bank of America in Hanover, MD seeks a Financial Advisor to provide comprehensive financial guidance and customized solutions. You’ll help clients reach goals using brokerage products, banking, and investment strategies.

The role includes triaging leads, referrals to partners, and meeting clients to review goals while completing required licenses and training, including SAFE Act considerations for mortgage work.