Investment Solutions Advisor – Build Custom Financial Plans

Bank of America; Belmont (CA); Vor Ort; USD 90.000 - 150.000; Vollzeit

Zusammenfassung

Bank of America is seeking a client-focused financial professional to provide comprehensive advice and customized solutions in Belmont, California. You will triage leads, refer to partners, review goals with clients, and build financial plans that include brokerage products.

You will complete required licenses and trainings, with SAFE Act registration as applicable, and maintain good standing in residential mortgage originations.

Qualifikationen

• Experience providing financial guidance and planning.
• Ability to triage client inquiries and refer to appropriate partners.
• Experience reviewing and aligning client goals with financial plans.

Aufgaben

• Provide comprehensive financial advice and customized solutions.
• Triage leads and refer qualified prospects to partners.
• Review client goals and build financial plans including brokerage products.

Kenntnisse

Client-focused

Financial advice

Lead triage

Client goal review

Tools

Brokerage platforms

Jobbeschreibung

Bank of America is seeking a client-focused financial professional to provide comprehensive advice and customized solutions. You will triage leads, refer to partners, review goals with clients, and build financial plans that include brokerage products.

You will complete required licenses and trainings, with SAFE Act registration as applicable, and maintain good standing in residential mortgage originations.