Financial Solutions Advisor: Build Wealth & Growth

Bank of America; Hanover (MD); Vor Ort; USD 3.974.000 - 4.636.000; Vollzeit

Benefits dieser Stelle

Benefits

Zusammenfassung

Bank of America is seeking a Financial Services Advisor to provide tailored financial advice and solutions to clients, helping them achieve their financial goals. You will triage leads, refer clients to partners based on needs and asset thresholds, and review goals and investment strategies with clients.

The role requires obtaining licenses, managing time and capacity, and building strong client relationships within a compliant, fast-paced environment.

Qualifikationen

• Aptitude in obtaining required industry licenses
• Self-discipline in managing time and capacity
• Experience in cultivating client relationships and recommending solutions
• Strong collaboration and communication skills
• Resilience in a fast-paced environment
• Ability to execute multiple tasks simultaneously
• Willingness to learn new technology

Aufgaben

• Works with clients to plan 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

Kenntnisse

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer and Client Focus

Portfolio Management

Prospecting

Risk Management

Oral Communications

Executive Presence

Trading

Ausbildung

High School Diploma / GED / Secondary School or equivalent

Bachelor’s degree or higher

FINRA SIE (currently held)

Jobbeschreibung

Bank of America is seeking a Financial Services Advisor to provide tailored financial advice and solutions to clients, helping them achieve their financial goals. You will triage leads, refer clients to partners based on needs and asset thresholds, and review goals and investment strategies with clients.

The role requires obtaining licenses, managing time and capacity, and building strong client relationships within a compliant, fast-paced environment.