Strategic Financial Solutions Advisor

Bank of America; Bend (OR); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America seeks a client-focused financial advisor to provide comprehensive advice and customized solutions, helping clients reach their financial goals. You will triage leads, refer to partners based on needs, and review goals with clients to recommend suitable products.

The role includes completing required licenses and trainings, and may involve residential mortgage loan work under SAFE Act regulations.

Qualifications

• Ability to obtain required industry licenses.
• Demonstrates time management and capacity planning.
• Experience in cultivating client relationships and needs assessment.
• Strong communication and collaboration with peers.
• Maintains a results-driven mindset in a fast-paced environment.
• Ability to manage multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

Responsibilities

• Triages client leads and refers to appropriate partners based on client needs and asset thresholds.
• Meets with clients to review financial and investment goals and recommends products.
• Builds financial plans using brokerage products and banking solutions.
• Identifies and engages potential new clients through referrals.

Skills

Licensing aptitude

Time management

Client relationships

Communication skills

Multi-tasking

Adaptability to technology

Education

High School Diploma / GED

FINRA SIE certification

Job description

Bank of America seeks a client-focused financial advisor to provide comprehensive advice and customized solutions, helping clients reach their financial goals. You will triage leads, refer to partners based on needs, and review goals with clients to recommend suitable products.

The role includes completing required licenses and trainings, and may involve residential mortgage loan work under SAFE Act regulations.