Financial Solutions Advisor: Banking & Investment Guidance

Bank of America; Kennewick (WA); On-site; USD 50,000 - 75,000; Full time

Job summary

Bank of America is seeking a client-focused professional to help clients reach their financial goals through brokerage and banking solutions. You will build financial plans, tailor investment strategies, and refer clients to appropriate partners as needed.

The role requires licenses as applicable and the ability to juggle multiple tasks in a dynamic environment while safeguarding client interests.

Qualifications

• Minimum requirement is High School Diploma or equivalent; further licenses may apply.
• Experience in cultivating client relationships and advising on financial solutions is preferred.
• Ability to manage multiple tasks in a fast-paced environment while focusing on client interests.

Responsibilities

• Works with clients to plan short and long-term financial goals using brokerage products and banking solutions.
• Recommends banking and investment strategies aligned with client goals and risk tolerance.
• Triage client requests and refer to internal service providers based on needs and assets; mitigate risk.
• Identify and engage potential new clients through referrals or existing center clientele.

Skills

Client Experience Branding

Investment Management

Portfolio Management

Risk Management

Executive Presence

Oral Communications

Client Management

Referral Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a client-focused professional to help clients reach their financial goals through brokerage and banking solutions. You will build financial plans, tailor investment strategies, and refer clients to appropriate partners as needed.

The role requires licenses as applicable and the ability to juggle multiple tasks in a dynamic environment while safeguarding client interests.