Financial Solutions Advisor - Grow Client Wealth

Bank of America; Woodstock (GA); On-site; USD 50,000 - 90,000; Full time

Job summary

Bank of America is looking for a Financial Advisor in Woodstock, GA to provide comprehensive advice and tailored solutions for clients to meet their financial objectives. Responsibilities include triaging client leads, formulating financial plans, and recommending appropriate brokerage products.

The ideal candidate will hold necessary licenses, possess at least one year of relevant experience in financial services, and demonstrate strong relationship-building skills. The position entails a full-time commitment with a focus on delivering exceptional client experiences.

Qualifications

• Holds Series 7 & 66 licenses or equivalent.
• One year experience in the investments industry.
• One year experience in financial service or sales.
• Ability to set and accomplish goals.

Responsibilities

• Works with clients to plan their financial goals.
• Recommends banking and investment strategies.
• Triages client requests and referrals.
• Identifies and engages potential new clients.
• Provides coaching to referral partners.

Skills

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Issue Management

Client Solutions Advisory

Pipeline Management

Active Listening

Attention to Detail

Risk Management

Policies, Procedures, and Guidelines

Client Management

Causation Analysis

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is looking for a Financial Advisor in Woodstock, GA to provide comprehensive advice and tailored solutions for clients to meet their financial objectives. Responsibilities include triaging client leads, formulating financial plans, and recommending appropriate brokerage products.

The ideal candidate will hold necessary licenses, possess at least one year of relevant experience in financial services, and demonstrate strong relationship-building skills. The position entails a full-time commitment with a focus on delivering exceptional client experiences.