Financial Solutions Advisor: Growth & Investment Planning

Bank of America; University Place (WA); Sur place; USD 70 000 - 120 000; Plein temps

Résumé du poste

Bank of America is seeking a client-focused financial professional to provide comprehensive advice and customized solutions that help clients achieve their financial goals. The role includes triaging leads, referring to partners based on client needs, and reviewing goals with clients to recommend products.

You will be expected to complete required licenses, train on financial products, and comply with SAFE Act requirements for mortgage loan origination, if applicable.

Qualifications

• Must obtain required industry licenses.
• Strong time management and capacity discipline.
• Experience in cultivating client relationships and assessing needs.
• Proven ability to build peer relationships through communication.
• Results-driven mindset prioritizing client interests in a fast-paced environment.
• Ability to handle multiple tasks simultaneously.
• Willingness to learn new technologies.

Responsabilités

• Create financial plans using brokerage products to meet goals.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and refers to internal partners; manage risk daily.
• Identify and engage potential new clients through referrals.

Connaissances

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

Formation

High School Diploma / GED / Secondary School or equivalent

Bachelor's degree

FINRA SIE

Description du poste

Bank of America is seeking a client-focused financial professional to provide comprehensive advice and customized solutions that help clients achieve their financial goals. The role includes triaging leads, referring to partners based on client needs, and reviewing goals with clients to recommend products.

You will be expected to complete required licenses, train on financial products, and comply with SAFE Act requirements for mortgage loan origination, if applicable.