Personal Financial Solutions Advisor

Bank of America; Portland (OR); On-site; USD 40,000 - 47,000; Full time

Benefits offered by this job

Benefits eligible

Paid time off

Industry-leading benefits

Job summary

Bank of America is hiring a Financial Services Advisor to help clients reach their financial goals. The role involves advising on brokerage products, mortgages and banking solutions, meeting with clients, and expanding client relationships.

Candidates should have licenses, strong time management, and experience in client service. The bank offers in-office culture with flexible benefits and opportunities for growth.

Qualifications

• Licenses required for financial services are pursued and obtained.
• Strong time-management and capacity to multitask.
• Experience building client relationships and assessing needs.
• Able to communicate clearly and collaborate with peers.

Responsibilities

• Plan clients' short and long-term financial goals using brokerage products.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and refers to internal specialists while managing risk.
• Identify new clients through referrals or existing center relationships.

Skills

Client Experience

Brand Management

Investment Solutions Advisory

Pipeline Management

Referral Management

Client Management

Customer Focus

Portfolio Management

Prospecting

Risk Management

Oral Communications

Education

High School Diploma / GED

Job description

Bank of America is hiring a Financial Services Advisor to help clients reach their financial goals. The role involves advising on brokerage products, mortgages and banking solutions, meeting with clients, and expanding client relationships.

Candidates should have licenses, strong time management, and experience in client service. The bank offers in-office culture with flexible benefits and opportunities for growth.