Strategic Financial Solutions Advisor

Bank of America; Birmingham (AL); On-site; USD 65,000 - 110,000; Full time

Job summary

Bank of America is seeking a Financial Advisor to deliver comprehensive financial guidance to clients, including planning with brokerage products and banking solutions. The role involves triaging leads, referrals to partners, and reviewing investment goals to recommend suitable products.

Position may require SAFE Act registration for mortgage lending and compliance checks. Training at a designated financial center, with potential relocation within commuting distance, is part of onboarding.

Qualifications

• Familiarity with financial products and services preferred.
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Responsibilities

• Works with clients to plan and review financial goals, creating tailored plans involving brokerage products and banking solutions.
• Recommends strategies aligned with client objectives and asset thresholds, and coordinates with internal partners.
• Triages client requests, refers to appropriate service providers, and helps mitigate risk in daily activities.
• Identifies potential new clients through referrals and existing center relationships.

Skills

Client Experience

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

Relationship Building

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor’s degree

Job description

Bank of America is seeking a Financial Advisor to deliver comprehensive financial guidance to clients, including planning with brokerage products and banking solutions. The role involves triaging leads, referrals to partners, and reviewing investment goals to recommend suitable products.

Position may require SAFE Act registration for mortgage lending and compliance checks. Training at a designated financial center, with potential relocation within commuting distance, is part of onboarding.