Strategic Financial Planning & Solutions Advisor

Bank of America; Washington; Sur place; USD 80 000 - 110 000; Plein temps

Résumé du poste

Bank of America seeks an experienced financial advisor to help clients achieve their financial goals by planning with brokerage products and tailored investment strategies.

You will triage requests, make referrals, and build new client relationships through referrals and center clientele, while managing risk in a fast-paced environment. The role supports an in-office culture with client-centric service.

Qualifications

• Licenses required by industry and trainings.
• Strong time management and capacity.
• Experience in cultivating client relationships and recommending solutions.
• Demonstrates a results-driven mindset in a fast-paced environment.

Responsabilités

• Plan clients' short- and long-term goals with brokerage products like stocks, bonds, mutual funds, annuities, and banking solutions.
• Recommend banking and investment strategies aligned with client goals and needs.
• Triages client requests and makes referrals to internal service providers based on assets.
• Identify and engage potential new clients through referrals or center clientele.

Connaissances

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

Formation

High School Diploma

Bachelor’s degree

Description du poste

Bank of America seeks an experienced financial advisor to help clients achieve their financial goals by planning with brokerage products and tailored investment strategies.

You will triage requests, make referrals, and build new client relationships through referrals and center clientele, while managing risk in a fast-paced environment. The role supports an in-office culture with client-centric service.