Financial Solutions Advisor - Banking & Investments

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

Job summary

Bank of America in Stafford, VA seeks a Financial Advisor to deliver comprehensive wealth guidance and customized solutions. You will meet clients to review goals, recommend products, and coordinate with partners to meet asset thresholds.

The role requires licenses, strong time management, client-relations skills, and comfort with banking, investments, and evolving technology. Mortgage licensing and SAFÉ Act compliance may apply.

Qualifications

• Aptitude in obtaining required industry licenses.
• Experience in cultivating client relationships and assessing needs.
• Ability to work in a fast-paced environment and prioritize client interests.

Responsibilities

• Plan clients' short and long-term financial goals with brokerage products and banking solutions.
• Recommend banking and investment strategies aligned with client objectives.
• Triages client requests, referring to internal providers, and manage risk daily.
• Identify and engage new clients through referrals or center clientele.

Skills

Client relationships

Financial planning

Referral management

Time management

Oral communication

Risk management

Sales and advisory

Financial center collaboration

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Trading

Portfolio Management

Investment Management

Job description

Bank of America in Stafford, VA seeks a Financial Advisor to deliver comprehensive wealth guidance and customized solutions. You will meet clients to review goals, recommend products, and coordinate with partners to meet asset thresholds.

The role requires licenses, strong time management, client-relations skills, and comfort with banking, investments, and evolving technology. Mortgage licensing and SAFÉ Act compliance may apply.