Financial Solutions Advisor – Client Wealth & Mortgage

Bank of America; Saint Matthews (AR); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America in the United States seeks a client-focused financial professional to help clients reach their financial goals with brokerage products and banking solutions. You will plan on short- and long-term financial goals and present investment strategies aligned to client needs.

Responsibilities include triaging client requests, making referrals to partners, and reviewing goals with clients. Licenses and trainings are required, with potential onboarding in a phone-based role before

Qualifications

• Aptitude in obtaining required industry licenses.
• Experience cultivating client relationships and assessing needs.
• Ability to manage time and adapt in a fast-paced environment.
• Strong communication and collaboration skills.
• Willingness to complete required licenses and trainings.

Responsibilities

• Plan clients' short and long-term financial goals with brokerage and banking products.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and refers to internal service providers by asset thresholds.
• Identify and engage 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

FINRA SIE

Bachelor's degree

Job description

Bank of America in the United States seeks a client-focused financial professional to help clients reach their financial goals with brokerage products and banking solutions. You will plan on short- and long-term financial goals and present investment strategies aligned to client needs.

Responsibilities include triaging client requests, making referrals to partners, and reviewing goals with clients. Licenses and trainings are required, with potential onboarding in a phone-based role before