Strategic Banking & Investment Advisor

Bank of America; Forest Hills (KY); On-site; USD 40,000 - 47,000; Full time

Job summary

Bank of America is hiring a financial advisor to provide comprehensive guidance and customized solutions to clients. You will triage leads, refer to partners, and meet with clients to review goals and recommend products.

The role may involve residential mortgage loans and SAFE Act requirements, including necessary training and background checks. You will build financial plans using brokerage products, propose strategies aligned to client needs, and identify new clients through referrals, while

Qualifications

• Aptitude in obtaining required industry licenses
• Self-discipline in managing time and capacity
• Experience in cultivating client relationships, assessing needs and recommending solutions
• Strong peer relationships through effective communication and collaboration
• Results-driven mindset while prioritizing client's interest in a complex environment
• Executes multiple tasks simultaneously
• Learns and adapts to new technology or applications

Responsibilities

• Works with clients to plan financial goals by building a financial plan with brokerage products (stocks, bonds, mutual funds, annuities, banking and money managed solutions)
• Recommends banking and investments strategies that align with client goals
• Triages client requests and refers to internal service providers based on needs and assets
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center clientele

Skills

Client Experience

Advisory

Investment Management

Portfolio Management

Prospecting

Referral Management

Risk Management

Executive Presence

Oral Communications

Trading

Business Acumen

Client Management

Customer Focus

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is hiring a financial advisor to provide comprehensive guidance and customized solutions to clients. You will triage leads, refer to partners, and meet with clients to review goals and recommend products.

The role may involve residential mortgage loans and SAFE Act requirements, including necessary training and background checks. You will build financial plans using brokerage products, propose strategies aligned to client needs, and identify new clients through referrals, while