Financial Solutions Advisor — Growth & Client Partnerships

Bank of America; Georgia; Hybrid; USD 40,000 - 46,000; Full time

Job summary

Bank of America is seeking an in-office Financial Advisor to deliver comprehensive advice and customized solutions to clients, helping them reach their financial goals. You will triage leads, refer to partners, and meet with clients to review goals and recommend products.

The role involves building financial plans across brokerage products and banking solutions, while managing risk and cultivating client relationships in a fast-paced environment. Licensing and SAFE Act requirements apply.

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

• Triaging client leads
• Making referrals to business partners based on client needs and asset thresholds
• Meeting with clients to review financial and investment goals and recommend products
• Building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommending 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

High School Diploma / GED / Secondary School or equivalent

Bachelor’s degree

FINRA SIE

Job description

Bank of America is seeking an in-office Financial Advisor to deliver comprehensive advice and customized solutions to clients, helping them reach their financial goals. You will triage leads, refer to partners, and meet with clients to review goals and recommend products.

The role involves building financial plans across brokerage products and banking solutions, while managing risk and cultivating client relationships in a fast-paced environment. Licensing and SAFE Act requirements apply.