Financial Solutions Advisor: Wealth & Banking Guidance

Fashion Studio Magazine; Lone Tree (CO); On-site; USD 40,000 - 46,000; Full time

Job summary

Bank of America is hiring a financial professional to provide comprehensive advice and customized solutions to clients. You will build financial plans, review goals, and refer clients to appropriate partners. Training and required licenses are part of the role.

Open to the broader market with training at a financial center, potentially moving to a phone-based role before relocation if needed. Strong client focus and sales aptitude are essential.

Qualifications

• Must obtain required industry licenses
• Experience in cultivating client relationships and assessing needs
• Strong communication and collaboration in a fast-paced environment
• Ability to manage multiple tasks and adapt to new technology

Responsibilities

• Plan clients' short and long-term financial goals with brokerage products
• Recommends banking and investments strategies aligned with client goals
• Triages client requests and refers to internal service providers
• Identify and engage potential new clients through referrals or existing clientele

Skills

Client relationships

Time management

Communication

Adaptability

Multi-tasking

Sales experience

Financial services knowledge

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

Education

Bachelor's degree

High School Diploma

FINRA SIE (DESIRED)

Job description

Bank of America is hiring a financial professional to provide comprehensive advice and customized solutions to clients. You will build financial plans, review goals, and refer clients to appropriate partners. Training and required licenses are part of the role.

Open to the broader market with training at a financial center, potentially moving to a phone-based role before relocation if needed. Strong client focus and sales aptitude are essential.