Client Wealth & Investment Advisor

Bank of America; Minneapolis (MN); On-site; USD 40,000 - 46,000; Full time

Benefits offered by this job

Benefits eligible

Competitive compensation

Job summary

Bank of America in Minneapolis is seeking a Financial Advisor who can guide clients toward their financial goals by building tailored plans with brokerage products and banking solutions. You will triage leads, refer to partners, and review goals with clients to recommend appropriate investments and services.

The role requires completing licenses, maintaining SAFE Act registration for mortgage origination, and delivering compliant, client-focused advice in a fast-paced environment.

Qualifications

• Aptitude in obtaining required industry licenses.
• Experience in cultivating client relationships, assessing needs and recommending solutions.
• Demonstrates a results-driven mindset while prioritizing client's interest in a complex environment.

Responsibilities

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
• Recommends banking and investments strategies that align with client financial goals and needs.
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds.
• Mitigates and controls risk as part of daily activities.
• Identifies and engages potential new clients through referrals or financial 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 / GED / Secondary School or equivalent

Bachelor’s degree

Job description

Bank of America in Minneapolis is seeking a Financial Advisor who can guide clients toward their financial goals by building tailored plans with brokerage products and banking solutions. You will triage leads, refer to partners, and review goals with clients to recommend appropriate investments and services.

The role requires completing licenses, maintaining SAFE Act registration for mortgage origination, and delivering compliant, client-focused advice in a fast-paced environment.