Financial Solutions Advisor — Client Impact & Growth

Bank of America; Tallahassee (FL); On-site; USD 40,000 - 46,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America is seeking a Financial Center Advisor to provide comprehensive advice and customized solutions to clients, helping them reach their financial goals. The role includes triaging leads, referring to business partners, and reviewing client goals to recommend products.

Candidates must pursue required licenses and training, with potential SAFE Act responsibilities. This role emphasizes client relationship building in a fast-paced environment and may require registration and background

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.
• Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment.
• Currently holds FINRA Securities Industry Essentials (SIE) (desired).
• 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.
• 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

Investment Management

Portfolio Management

Prospecting

Risk Management

Oral Communications

Executive Presence

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a Financial Center Advisor to provide comprehensive advice and customized solutions to clients, helping them reach their financial goals. The role includes triaging leads, referring to business partners, and reviewing client goals to recommend products.

Candidates must pursue required licenses and training, with potential SAFE Act responsibilities. This role emphasizes client relationship building in a fast-paced environment and may require registration and background