Financial Solutions Advisor: Client Planning & Investments

Bank of America; Hillsboro (OR); On-site; USD 40,000 - 47,000; Full time

Job summary

Bank of America seeks a Financial Advisor to provide comprehensive advice and tailored solutions to clients. You will help clients achieve their financial goals using banking and investment products, triage leads, and refer to partners based on client needs and asset thresholds.

The role requires licenses, strong relationship skills, and the ability to manage multiple tasks in a fast-paced environment across Bank of America's varied locations.

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

Responsibilities

• Plan clients' short- and long-term financial goals with brokerage and banking solutions.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and referrals to appropriate internal providers.
• Mitigate and manage risk in daily activities.
• Identify potential new clients through referrals or existing clientele.

Skills

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

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America seeks a Financial Advisor to provide comprehensive advice and tailored solutions to clients. You will help clients achieve their financial goals using banking and investment products, triage leads, and refer to partners based on client needs and asset thresholds.

The role requires licenses, strong relationship skills, and the ability to manage multiple tasks in a fast-paced environment across Bank of America's varied locations.