Financial Solutions & Investment Advisor

Bank of America

Owings Mills (MD)

On-site

USD 60,000 - 90,000

Full time

11 days ago

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Job summary

Bank of America is seeking a financial advisor to provide comprehensive advice and customized solutions to help clients meet financial goals. You will triage leads, refer to partners based on client needs and assets, and meet with clients to review goals and recommend products.

Responsibilities include building financial plans with brokerage products, recommending strategies, and identifying new clients. Licensing requirements, time management, and strong client relationships are essential in a

Qualifications

Licenses required or pursued for client advisory.
Time management and capacity discipline.
Experience in cultivating client relationships.
Strong communication and collaboration skills.
Results-driven mindset prioritizing client interests.
Ability to manage multiple tasks.
Willingness to learn new technology.

Responsibilities

Works with clients to plan their financial goals using 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.
Identifies and engages potential new clients through referrals or financial center clientele.