Personal Finance & Investment Solutions Advisor

Bank of America; Owings Mills (MD); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Flexible benefits

In-office culture

Job summary

Bank of America in the United States seeks a financial services professional to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. Responsibilities include triaging client leads, referring to business partners, and meeting with clients to review goals and recommend products.

The role requires completing licenses and trainings, may involve residential mortgage loans under SAFE Act, and benefits from strong relationship-building in a fast-paced

Qualifications

• Required licenses to practice in the industry.
• Ability to manage time and capacity effectively.
• Experience in cultivating client relationships and recommending solutions.
• Proven ability to build strong peer relationships through communication and collaboration.
• Demonstrates a results-driven mindset prioritizing clients' interests in a fast-paced environment.
• Capable of handling multiple tasks simultaneously.
• Willingness to learn and adapt 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.
• Recommends banking and investments strategies that align with client goals.
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds; mitigates risk daily.
• Identifies and engages potential new clients through referrals or 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

FINRA SIE

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in the United States seeks a financial services professional to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. Responsibilities include triaging client leads, referring to business partners, and meeting with clients to review goals and recommend products.

The role requires completing licenses and trainings, may involve residential mortgage loans under SAFE Act, and benefits from strong relationship-building in a fast-paced