Financial Solutions Advisor — Build Client Wealth and Plans

Bank of America; Texas; On-site; USD 60,000 - 120,000; Full time

Job summary

Bank of America is hiring a financial advisor to provide comprehensive advice and customized solutions to clients. The role involves triaging leads, referral to partners, and meeting with clients to review financial and investment goals.

Compliance with SAFE Act for residential mortgage loans is required where applicable, with training and licenses ongoing. The position emphasizes building financial plans using brokerage products, managing risk, and expanding client relationships through

Qualifications

• Aptitude in obtaining required industry licenses.
• Must be self-disciplined in managing time and capacity.
• Experience in cultivating client relationships, assessing needs and recommending solutions.
• Success creating strong peer relationships through effective communication and collaboration.
• Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.
• Currently holds FINRA Securities Industry Essentials (SIE) Bachelor's degree and/or a minimum of one year of financial services industry or sales experience.

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

Job description

Bank of America is hiring a financial advisor to provide comprehensive advice and customized solutions to clients. The role involves triaging leads, referral to partners, and meeting with clients to review financial and investment goals.

Compliance with SAFE Act for residential mortgage loans is required where applicable, with training and licenses ongoing. The position emphasizes building financial plans using brokerage products, managing risk, and expanding client relationships through