Financial Solutions Advisor: Client Growth & Advisory

Bank of America; Florida; Presencial; USD 55.000 - 120.000; Jornada completa

Descripción de la vacante

Bank of America is seeking a client‑facing financial professional in an office‑based role. You will build relationships with banking customers, small business owners and high‑net‑worth clients, delivering tailored financial guidance and reviews.

You will pursue required licenses (SIE, Series 7/66) within set timeframes and collaborate with banking and Merrill partners to meet clients’ financial goals while adhering to in‑office expectations.

Formación

• Aptitude in obtaining required industry licenses.
• Must be self‑disciplined in managing time and capacity.
• Experience in cultivating client relationships, accessing 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.

Responsabilidades

• Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
• Collaborate with core banking and investment partners to connect clients to Bank of America and Merrill solutions.
• Build your network by engaging with banking customers, small business owners and higher net worth clients.

Conocimientos

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

Educación

Bachelor's degree

One year of financial services industry or sales experience

Descripción del empleo

Bank of America is seeking a client‑facing financial professional in an office‑based role. You will build relationships with banking customers, small business owners and high‑net‑worth clients, delivering tailored financial guidance and reviews.

You will pursue required licenses (SIE, Series 7/66) within set timeframes and collaborate with banking and Merrill partners to meet clients’ financial goals while adhering to in‑office expectations.