Financial Solutions Advisor: Build Client Wealth & Plans

Colorado Psychiatric; Highlands Ranch (CO); Sur place; USD 40 000 - 46 000; Plein temps

Avantages offerts par ce poste

Benefits eligible

Résumé du poste

Bank of America is seeking a client-focused financial advisor to help clients achieve their financial goals through tailored planning and brokerage products. The role involves guiding clients on investments, balances, and banking solutions while maintaining strict compliance with regulatory requirements.

Responsibilities include triaging client needs, making referrals to internal partners, and building lasting client relationships in a fast-paced environment.

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.

Responsabilités

• 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.

Connaissances

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

Formation

High School Diploma / GED / Secondary School or equivalent

Bachelor's degree

Description du poste

Bank of America is seeking a client-focused financial advisor to help clients achieve their financial goals through tailored planning and brokerage products. The role involves guiding clients on investments, balances, and banking solutions while maintaining strict compliance with regulatory requirements.

Responsibilities include triaging client needs, making referrals to internal partners, and building lasting client relationships in a fast-paced environment.