Strategic Financial Planner & Client Advisor

Bank of America; Cincinnati (OH); On-site; USD 80,000 - 120,000; Full time

Job summary

Bank of America is seeking a Financial Consultant to provide comprehensive advisory services and customized solutions to clients, helping them achieve financial goals through brokerage and banking products.

This role involves triaging leads, referring to business partners, and reviewing financial and investment goals while maintaining compliance with SAFE Act requirements for mortgage loan originations.

Qualifications

• Aptitude in obtaining required industry licenses.
• Experience in cultivating client relationships, assessing needs and recommending solutions.
• Demonstrates a results-driven mindset in a complex, fast-paced environment.

Responsibilities

• Plan clients' short and long-term financial goals with brokerage products and banking solutions.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and makes referrals 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 center clientele.

Skills

Client Experience

Advisory

Investment Management

Portfolio Management

Risk Management

Oral Communications

Executive Presence

Education

High School Diploma / GED

Job description

Bank of America is seeking a Financial Consultant to provide comprehensive advisory services and customized solutions to clients, helping them achieve financial goals through brokerage and banking products.

This role involves triaging leads, referring to business partners, and reviewing financial and investment goals while maintaining compliance with SAFE Act requirements for mortgage loan originations.