Financial Solutions Advisor: Grow Client Wealth

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

Job summary

Bank of America in the United States is seeking a Financial Services Advisor to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals in Texas.

The role involves triaging client leads, referrals to business partners, and meeting with clients to review goals and recommend products. Licensing and training are required; SAFE Act registration applies to mortgage loan origination.

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

• Works with clients to plan short and long-term financial goals using brokerage and banking products.
• Recommends banking and investments strategies aligned with client goals.
• Triages client requests and makes referrals to internal service providers; manages risk daily.
• Identifies and engages 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

Job description

Bank of America in the United States is seeking a Financial Services Advisor to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals in Texas.

The role involves triaging client leads, referrals to business partners, and meeting with clients to review goals and recommend products. Licensing and training are required; SAFE Act registration applies to mortgage loan origination.