Strategic Financial Solutions Advisor

Bank of America; Easton (MD); On-site; USD 60,000 - 70,000; Full time

Job summary

Bank of America is actively seeking a financial professional who provides comprehensive advice and customized solutions to clients to reach their financial goals. The role includes triaging leads, referring to partners, and meeting with clients to review goals and recommend products.

The position requires completing licenses and training, may involve residential mortgage loans, and SAFe Act registration with background checks. Join a firm committed to responsible growth and community impact.

Qualifications

• Aptitude in obtaining required industry licenses.
• Must be self-disciplined in managing time and capacity.
• Experience in cultivating client relationships, assessing needs and recommending solutions.
• Success creating strong peer relationships through effective communication and collaboration.

Responsibilities

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
• Recommends banking and investments strategies that align with client financial goals and needs.
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds.
• Identifies and engages potential new clients through referrals or financial center clientele.

Skills

Client Experience

Investment Management

Portfolio Management

Risk Management

Oral Communications

Executive Presence

Business Acumen

Referral Management

Pipeline Management

Prospecting

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is actively seeking a financial professional who provides comprehensive advice and customized solutions to clients to reach their financial goals. The role includes triaging leads, referring to partners, and meeting with clients to review goals and recommend products.

The position requires completing licenses and training, may involve residential mortgage loans, and SAFe Act registration with background checks. Join a firm committed to responsible growth and community impact.