Financial Solutions Advisor: Mortgage & Investment Guidance

Bank of America; Indianapolis (IN); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

401k Contribution

Job summary

Bank of America is seeking a financial professional to provide comprehensive advice and customized solutions to clients, helping them achieve their financial goals. Responsibilities include triaging leads, referring to internal partners, and meeting with clients to review goals and recommend products.

The role may involve residential mortgage loans and SAFE Act registration. Training will occur at a financial center, with eventual transfer to a suitable location within commuting distance as

Qualifications

• Aptitude in obtaining required industry licenses.
• Self-discipline 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 their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
• Recommends 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 Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

Bachelor’s degree

FINRA SIE certification

High School Diploma / GED

Job description

Bank of America is seeking a financial professional to provide comprehensive advice and customized solutions to clients, helping them achieve their financial goals. Responsibilities include triaging leads, referring to internal partners, and meeting with clients to review goals and recommend products.

The role may involve residential mortgage loans and SAFE Act registration. Training will occur at a financial center, with eventual transfer to a suitable location within commuting distance as