Client Wealth & Investment Advisor

Bank of America; Willistown Township (PA); Presencial; USD 60.000 - 95.000; Jornada completa

Descripción de la vacante

Bank of America seeks a client-focused financial advisor to help clients achieve financial goals using tailored solutions and strong relationship management in Willistown Township, PA.

The role involves triaging client needs, referring to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals while ensuring regulatory compliance and licensing requirements.

Formación

• Aptitude in obtaining required industry licenses.

Responsabilidades

• 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

Conocimientos

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

Educación

High School Diploma / GED / Secondary School or equivalent

FINRA Securities Industry Essentials (SIE)

Bachelor's degree and/or 1 year financial services industry or sales experience

Descripción del empleo

Bank of America seeks a client-focused financial advisor to help clients achieve financial goals using tailored solutions and strong relationship management in Willistown Township, PA.

The role involves triaging client needs, referring to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals while ensuring regulatory compliance and licensing requirements.