Financial Solutions Advisor | Client Planning & Investments

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

Benefits offered by this job

Benefits eligible

Competitive benefits

Job summary

Bank of America in the United States seeks a financial advisory role providing comprehensive advice and tailored solutions to clients to help them reach financial goals. You will triage leads, refer to partners based on client needs and asset thresholds, and review goals with clients while expanding your license training.

The role may involve residential mortgage loan origination and SAFE Act registration. We offer in-office collaboration, with role-specific flexibility, competitive benefits,

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.

Responsibilities

• Works with clients to plan their 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.

Skills

Client Experience

Financial Advice

Relationship Building

Communication

Sales

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in the United States seeks a financial advisory role providing comprehensive advice and tailored solutions to clients to help them reach financial goals. You will triage leads, refer to partners based on client needs and asset thresholds, and review goals with clients while expanding your license training.

The role may involve residential mortgage loan origination and SAFE Act registration. We offer in-office collaboration, with role-specific flexibility, competitive benefits,