Strategic Financial Solutions Advisor

Bank of America; Fairfax (VA); On-site; USD 80,000 - 120,000; Full time

Job summary

Bank of America is seeking a client-focused financial professional to help clients plan their financial lives using brokerage products and banking solutions. You will meet with clients to review goals, recommend products, and coordinate with partners while building trusted relationships.

The role requires licenses, strong time management, and a results-driven mindset in a fast-paced setting. In-office, with 40 hours per week and ongoing training opportunities.

Qualifications

• High School Diploma or equivalent required.
• Licenses required or pursued to serve clients in banking/investments.
• Strong time management, client assessment, and solution recommendation skills.

Responsibilities

• Plan clients' short- and long-term financial goals with brokerage products and banking solutions.
• Recommend banking and investment strategies aligned with client needs.
• Triages client requests and makes referrals to internal service providers based on client needs and asset thresholds; Mitigates risk.
• Identify and engage potential new clients through referrals or center clientele.

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer and Client Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a client-focused financial professional to help clients plan their financial lives using brokerage products and banking solutions. You will meet with clients to review goals, recommend products, and coordinate with partners while building trusted relationships.

The role requires licenses, strong time management, and a results-driven mindset in a fast-paced setting. In-office, with 40 hours per week and ongoing training opportunities.