Strategic Financial Solutions Advisor

Bank of America; Fayetteville (NC); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America in the United States seeks a Financial Center Advisor to provide comprehensive financial guidance and tailored solutions. You will triage client leads, refer to partners, and meet with clients to review goals and recommend banking and investment products.

Licenses and ongoing training are required; SAFE Act registration applies for mortgage-related work. Schedule is typically Monday–Friday with rotating Saturdays; 40 hours per week.

Qualifications

• Aptitude in obtaining required industry licenses.
• Experience in cultivating client relationships, assessing needs and recommending solutions.
• FINRA SIE and related financial services experience; Bachelor's degree or equivalent.

Responsibilities

• Triages client leads and makes referrals to internal partners based on client needs.
• Provides comprehensive advice and customized solutions to help clients meet financial goals.
• Reviews client goals and recommends banking and investment products; supports mortgage activities as needed.

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 in the United States seeks a Financial Center Advisor to provide comprehensive financial guidance and tailored solutions. You will triage client leads, refer to partners, and meet with clients to review goals and recommend banking and investment products.

Licenses and ongoing training are required; SAFE Act registration applies for mortgage-related work. Schedule is typically Monday–Friday with rotating Saturdays; 40 hours per week.