Strategic Financial Solutions Advisor

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

Job summary

Bank of America in Charlotte is hiring a financial professional to provide comprehensive advice and customized solutions to clients, helping them reach their financial goals and navigate licensing requirements.

The role includes triaging leads, referring to partners, reviewing goals with clients and recommending banking and investment products, with ongoing training and compliance for SAFE Act registration.

Qualifications

• Must obtain required licenses through applicable industry regulators.
• Self-discipline in time management and capacity.
• Experience cultivating client relationships, assessing needs and recommending solutions.
• Proven ability to build strong peer relationships through effective communication.
• Results-driven mindset prioritizing client interests in a fast-paced environment.
• Ability to execute multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

Responsibilities

• Works with clients to plan short and long-term financial goals by building a financial plan with brokerage and banking products.
• Recommends banking and investments strategies that align with client goals and needs.
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds; mitigates risk as part of daily activities.
• Identifies and engages potential new clients through referrals or financial center clientele.

Skills

Client Experience

Solutions Advisory

Investment Management

Portfolio Management

Risk Management

Executive Presence

Education

High School Diploma / GED

Job description

Bank of America in Charlotte is hiring a financial professional to provide comprehensive advice and customized solutions to clients, helping them reach their financial goals and navigate licensing requirements.

The role includes triaging leads, referring to partners, reviewing goals with clients and recommending banking and investment products, with ongoing training and compliance for SAFE Act registration.