Financial Solutions Advisor - Mortgage & Investments

Bank of America; Lexington (KY); On-site; USD 65,000 - 100,000; Full time

Job summary

Bank of America is seeking a client-focused financial advisor to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. The role involves triaging client leads, referrals to partners based on needs and asset thresholds, and reviewing financial and investment goals.

Licenses and trainings are required, including SAFE Act registration for mortgage originations.

Qualifications

• Strong ability to plan and advise on financial goals with brokerage products.
• Experience building client relationships and advising on investments.
• Willing to obtain required industry licenses and registrations.

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 and Client Focus

Portfolio Management

Prospecting

Risk Management

Trading

Education

Bachelor's degree or equivalent

FINRA SIE (preferred)

Job description

Bank of America is seeking a client-focused financial advisor to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. The role involves triaging client leads, referrals to partners based on needs and asset thresholds, and reviewing financial and investment goals.

Licenses and trainings are required, including SAFE Act registration for mortgage originations.