Financial Solutions Advisor: Client Wealth & Mortgage

Bank of America; Latham (NY); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America in the United States seeks a Financial Services Advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. Duties include triaging leads, referring to partners, and reviewing goals with clients; licenses and trainings are required.

This role may involve residential mortgage lending and SAFE Act registration; background checks apply. Collaboration with teams to deliver tailored financial strategies and maintain compliance.

Qualifications

• Aptitude for obtaining required industry licenses
• Self-discipline in managing time and capacity
• Experience cultivating client relationships, assessing needs and recommending solutions
• Ability to build strong peer relationships through communication and collaboration
• Results-driven mindset prioritizing clients' interests in a fast-paced environment
• Ability to execute multiple tasks simultaneously
• Learns and adapts to new technology or applications
• SIE certification is desired
• Bachelor’s degree and/or one year of financial services or sales experience

Responsibilities

• Works with clients to plan 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 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

Bachelor’s degree

High School Diploma / GED

Job description

Bank of America in the United States seeks a Financial Services Advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. Duties include triaging leads, referring to partners, and reviewing goals with clients; licenses and trainings are required.

This role may involve residential mortgage lending and SAFE Act registration; background checks apply. Collaboration with teams to deliver tailored financial strategies and maintain compliance.