Strategic Financial Solutions Advisor

Bank of America; Des Moines (WA); On-site; USD 70,000 - 80,000; Full time

Job summary

Bank of America is seeking a financial professional to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. The role includes triaging leads, referring to partners based on needs and asset thresholds, and meeting with clients to review goals and build financial plans.

Licensing, ongoing training, and SAFE Act compliance are required. The position emphasizes relationship-building, regulatory due diligence, and collaboration with internal partners

Qualifications

• Licenses required: Series 7 and 66 (or 63/65 with plan to pass missing exam).
• At least 1 year of experience in investments or financial services with sales experience.
• Proven ability to build relationships, manage goals, and work effectively with clients and partners.

Responsibilities

• Plan clients' short- and long-term financial goals by creating financial plans and recommending brokerage products.
• Recommend banking and investment strategies aligned with client goals and needs.
• Triages client requests and refers to appropriate internal service providers based on client assets.
• Mitigates and controls risk as part of daily activities.
• Identifies potential new clients through referrals or existing clientele.
• Provide coaching and feedback to referral partners based on client needs and product services.

Skills

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Issue Management

Client Solutions Advisory

Pipeline Management

Active Listening

Attention to Detail

Risk Management

Policies, Procedures, and Guidelines

Client Management

Causation Analysis

Written Communications

Job description

Bank of America is seeking a financial professional to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. The role includes triaging leads, referring to partners based on needs and asset thresholds, and meeting with clients to review goals and build financial plans.

Licensing, ongoing training, and SAFE Act compliance are required. The position emphasizes relationship-building, regulatory due diligence, and collaboration with internal partners