Strategic Financial Solutions Advisor

Bank of America Corporation; Dallas (TX); Presencial; USD 65.000 - 110.000; Jornada completa

Descripción de la vacante

Bank of America Corporation is seeking a client-focused financial professional to provide comprehensive advisory services, triage leads, and refer to partners based on client assets and needs. You will review financial goals, discuss investment options, and support mortgage-related regulatory requirements.

Responsibilities include building plans with investments and banking products, maintaining strong client relationships, and collaborating across teams to deliver tailored financial solutions.

Formación

• Aptitude in obtaining required industry licenses and registrations.
• Experience in cultivating client relationships and understanding client needs.
• Ability to manage multiple tasks in a fast-paced environment.
• Strong communication and collaboration with peers and partners.
• Demonstrates a client-first mindset and adherence to regulatory requirements.

Responsabilidades

• Builds financial plans with brokerage products to meet client goals.
• Recommends banking and investment strategies aligned with client objectives.
• Triages client requests and routes to internal partners based on assets.
• Identifies potential new clients through referrals and existing center relationships.

Conocimientos

Client Experience

Client Solutions

Investment Mgmt

Pipeline Mgmt

Referral Mgmt

Portfolio Mgmt

Prospecting

Business Acumen

Executive Presence

Oral Communications

Risk Mgmt

Trading

Educación

High School Diploma

Descripción del empleo

Bank of America Corporation is seeking a client-focused financial professional to provide comprehensive advisory services, triage leads, and refer to partners based on client assets and needs. You will review financial goals, discuss investment options, and support mortgage-related regulatory requirements.

Responsibilities include building plans with investments and banking products, maintaining strong client relationships, and collaborating across teams to deliver tailored financial solutions.