Strategic Financial Solutions Advisor

Bank of America; Eugene (OR); On-site; USD 65,000 - 90,000; Full time

Job summary

Bank of America is hiring a Financial Services role focused on delivering tailored financial advice and investment solutions. You will triage leads, refer to business partners based on client needs and asset thresholds, and review goals with clients to recommend suitable products and services.

The position requires completing licenses and training, with potential SAFE Act considerations for mortgage-related activities, and a path toward flexible, market-aware opportunities across multiple

Qualifications

• Ensures required industry licenses are pursued.
• Manages time and capacity effectively.
• Cultivate client relationships and assess needs to propose solutions.
• Demonstrates results-driven focus while prioritizing client interests.

Responsibilities

• Plan clients’ short and long-term financial goals with brokerage products and banking solutions.
• Recommend banking and investments strategies aligned with client objectives.
• Triages client requests and refers to internal service providers by asset thresholds; mitigates risk.
• Identify and engage potential new clients through referrals or existing client networks.

Skills

Client Experience

Investment Management

Portfolio Management

Oral Communications

Risk Management

Trading

Education

High School Diploma

Bachelor’s degree

Job description

Bank of America is hiring a Financial Services role focused on delivering tailored financial advice and investment solutions. You will triage leads, refer to business partners based on client needs and asset thresholds, and review goals with clients to recommend suitable products and services.

The position requires completing licenses and training, with potential SAFE Act considerations for mortgage-related activities, and a path toward flexible, market-aware opportunities across multiple