Mortgage & Investment Solutions Advisor

Bank of America; Charlotte (NC); On-site; USD 65,000 - 120,000; Full time

Benefits offered by this job

Restaurant d'entreprise

Indemnités de stage/alternance

Job summary

Bank of America is seeking a client-focused financial professional to deliver comprehensive advice and tailored solutions to help clients reach their financial goals. You will triage leads, refer to business partners based on client needs and asset thresholds, and meet with clients to review goals and recommend products.

This role requires completing required licenses and trainings, may involve residential mortgage loan origination under SAFE Act rules, and requires registerable background

Qualifications

• Aptitude in obtaining required industry licenses
• Must be self-disciplined in managing time and capacity
• Experience in cultivating client relationships, assessing needs and recommending solutions
• Success creating strong peer relationships through effective communication and collaboration
• Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment
• Executes multiple tasks simultaneously
• Learns and adapts to new technology or applications

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 (Mitigates and controls risk as part of daily activities)
• 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

Bachelor's degree

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a client-focused financial professional to deliver comprehensive advice and tailored solutions to help clients reach their financial goals. You will triage leads, refer to business partners based on client needs and asset thresholds, and meet with clients to review goals and recommend products.

This role requires completing required licenses and trainings, may involve residential mortgage loan origination under SAFE Act rules, and requires registerable background