Strategic Financial Solutions Advisor

Bank of America; Beaverton (OR); On-site; USD 82,667,000 - 96,421,000; Full time

Benefits offered by this job

Benefits

Job summary

Bank of America is hiring a financial advisory professional to help clients achieve their financial goals through tailored solutions including brokerage products and banking services.

The role involves planning with clients, making referrals to partners, and maintaining strong client relationships in a fast-paced environment. Flexible in-office expectations and a focus on collaboration support career development.

Qualifications

• Required Licenses: obtain industry licenses as needed.
• Ability to manage time and capacity effectively.
• Experience building relationships, assessing needs and recommending solutions.
• Proven ability to foster peer relationships through communication and collaboration.
• Demonstrates a results-driven mindset while prioritizing clients' interests.
• Capable of handling multiple tasks simultaneously.
• Adaptable to new technology or applications.
• Familiarity with FINRA/SIE concepts is a plus for the role.

Responsibilities

• Plan clients' short- and long-term financial goals using brokerage products and banking solutions.
• Recommend banking and investment strategies aligned with goals and needs.
• Triages client requests and refers to internal service providers by asset thresholds; mitigate risk.
• Identify and engage potential new clients through referrals or center clientele.

Skills

Client Experience

Branding

Client Solutions

Investment Management

Pipeline Management

Referral Management

Client Management

Customer Focus

Portfolio Management

Prospecting

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is hiring a financial advisory professional to help clients achieve their financial goals through tailored solutions including brokerage products and banking services.

The role involves planning with clients, making referrals to partners, and maintaining strong client relationships in a fast-paced environment. Flexible in-office expectations and a focus on collaboration support career development.