Financial Solutions Advisor: Personal Wealth Guidance

Bank of America; Town of Smithtown (NY); Sur place; USD 40 000 - 47 000; Plein temps

Résumé du poste

Bank of America is seeking a skilled Client Advisor to provide comprehensive financial guidance and customized solutions for clients in the Smithtown area. You will plan financial goals, review investment products, and coordinate with internal partners to meet client needs while maintaining regulatory compliance.

The role emphasizes licenses, solid client relationships, and a client-first approach in a fast-paced environment.

Qualifications

• Requires ability to obtain required industry licenses.
• Experience in cultivating client relationships and assessing needs.
• Demonstrates a results-driven mindset in a fast-paced environment.

Responsabilités

• Plan clients' short and long-term financial goals with brokerage and banking products.
• Recommend banking and investments strategies aligned with client goals.
• Triages client requests and refers to internal partners based on needs and assets.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals or center clientele.

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

Description du poste

Bank of America is seeking a skilled Client Advisor to provide comprehensive financial guidance and customized solutions for clients in the Smithtown area. You will plan financial goals, review investment products, and coordinate with internal partners to meet client needs while maintaining regulatory compliance.

The role emphasizes licenses, solid client relationships, and a client-first approach in a fast-paced environment.