Strategic Financial Solutions Advisor

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

Benefits offered by this job

Paid time off

Benefits

Job summary

Bank of America is seeking a financial advisor to help clients reach their financial goals through tailored brokerage and banking solutions. The role involves triaging client leads, collaborating with partners, and reviewing investment plans with clients to ensure alignment with objectives.

Responsibilities include building comprehensive financial plans, recommending suitable strategies, and maintaining strong client relationships while meeting licensing requirements.

Qualifications

• Experience in cultivating client relationships, assessing needs and recommending solutions.
• Demos a results-driven mindset in a fast-paced environment.
• Ability to learn and adapt to new technology or applications.

Responsibilities

• Works with clients to plan short and long-term financial goals by building a financial plan with brokerage products.
• Recommends banking and investments strategies that align with client goals.
• Triages client requests and makes referrals to internal service providers based on needs and asset thresholds, while mitigating risk.

Skills

Client Experience

Investment Management

Risk Management

Oral Communications

Portfolio Management

Prospecting

Executive Presence

Education

High School Diploma / GED

Job description

Bank of America is seeking a financial advisor to help clients reach their financial goals through tailored brokerage and banking solutions. The role involves triaging client leads, collaborating with partners, and reviewing investment plans with clients to ensure alignment with objectives.

Responsibilities include building comprehensive financial plans, recommending suitable strategies, and maintaining strong client relationships while meeting licensing requirements.