Financial Solutions Advisor (Mortgage & Investments) — SAFE Act

Bank of America; Louisiana (MO); Sur place; USD 39 000 - 45 000; Plein temps

Avantages offerts par ce poste

Competitive benefits

Paid time off

Résumé du poste

Bank of America is seeking a client advisory role focused on helping clients achieve financial goals. You will triage leads, refer to partners, and meet with clients to review goals and recommend banking and investment products.

You will work toward licenses, training, and possibly residential mortgage loan origination with SAFE Act compliance. This is a market-wide opening based on business needs.

Qualifications

• High School Diploma or GED required.
• Ability to obtain required industry licenses.
• Experience cultivating client relationships and identifying solutions.
• Strong communication and collaboration in a fast-paced environment.

Responsabilités

• Plan client financial goals and build brokered investment solutions.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and refers to internal services as needed.
• Mitigate risk as part of daily activities.
• Identify and engage potential new clients.

Connaissances

Client Relationships

Time Management

Communication

Collaboration

Technology Adaptability

Multi-tasking

Sales Experience

Industry Licenses

Formation

High School Diploma or GED

Bachelor's degree recommended

Outils

CRM Systems

Description du poste

Bank of America is seeking a client advisory role focused on helping clients achieve financial goals. You will triage leads, refer to partners, and meet with clients to review goals and recommend banking and investment products.

You will work toward licenses, training, and possibly residential mortgage loan origination with SAFE Act compliance. This is a market-wide opening based on business needs.