Financial Solutions & Investment Advisor

Bank of America; Olde West Chester (OH); Hybrid; USD 60,000 - 90,000; Full time

Job summary

Bank of America in the United States is seeking a Financial Consultant to provide comprehensive advice and customized solutions to clients to help them achieve their financial goals. You will triage client leads, refer to partners, and meet with clients to review goals and recommend products.

This role may involve residential mortgage loans and SAFE Act registration; training at a financial center with potential transition to a phone-based capacity, with commuting flexibility within the local

Qualifications

• Bachelor's degree and/or a minimum of one year of financial services industry or sales experience.
• Currently holds FINRA Securities Industry Essentials (SIE)

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
• 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

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in the United States is seeking a Financial Consultant to provide comprehensive advice and customized solutions to clients to help them achieve their financial goals. You will triage client leads, refer to partners, and meet with clients to review goals and recommend products.

This role may involve residential mortgage loans and SAFE Act registration; training at a financial center with potential transition to a phone-based capacity, with commuting flexibility within the local