Financial Solutions Advisor: Client Planning & Investments

ISHE; Northern (KY); Hybrid; USD 40,000 - 47,000; Full time

Benefits offered by this job

Benefits eligible

Paid time off

Industry-leading benefits

Job summary

Bank of America is seeking a financially savvy professional to provide comprehensive advice and customized solutions to clients. You will triage leads, refer to partners, and meet with clients to review goals and recommend products. Requires licenses and SAFE Act compliance.

The role involves planning with brokerage products, recommending strategies, and cultivating client relationships in a fast-paced environment. Training may move between centers as needed.

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.
• FINRA SIE credential.
• 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, 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.
• Identifies and engages potential new clients through referrals or financial center 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 is seeking a financially savvy professional to provide comprehensive advice and customized solutions to clients. You will triage leads, refer to partners, and meet with clients to review goals and recommend products. Requires licenses and SAFE Act compliance.

The role involves planning with brokerage products, recommending strategies, and cultivating client relationships in a fast-paced environment. Training may move between centers as needed.