Financial Solutions Advisor - Build Clients' Wealth

Bank of America; New York (NY); Presencial; USD 40.000 - 46.000; Tempo integral

Benefícios oferecidos por esta vaga

Industry-leading benefits

Resumo da vaga

Bank of America is hiring a financial advisor professional in New York area to provide comprehensive advice and customized solutions helping clients achieve their financial goals. The role includes triaging leads, referring to partners, and meeting with clients to review goals and recommend products, with licensing requirements to be completed.

Responsibilities include building financial plans with brokerage products, recommending strategies, triaging requests, and expanding client base while

Qualificações

• 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 environment.

Responsabilidades

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products.
• 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.

Conhecimentos

Bi-Lingual Spanish

Client Relationships

Formação

High School Diploma / GED / Secondary School or equivalent

Bachelor's degree

Descrição da vaga

Bank of America is hiring a financial advisor professional in New York area to provide comprehensive advice and customized solutions helping clients achieve their financial goals. The role includes triaging leads, referring to partners, and meeting with clients to review goals and recommend products, with licensing requirements to be completed.

Responsibilities include building financial plans with brokerage products, recommending strategies, triaging requests, and expanding client base while