Strategic Financial Solutions Advisor

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

Job summary

Bank of America is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them achieve their financial goals. The role involves triaging client leads, referring to partners based on needs, and reviewing goals to suggest suitable products.

Expected licenses and trainings must be completed, and SAFE Act registration may apply for residential mortgage loan work. Strong client relationships and risk awareness are essential in a fast-paced environment.

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.
• Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

Responsibilities

• Works with clients to plan their financial goals by building a financial plan with brokerage products.
• 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.
• Mitigates and controls risk as part of daily activities.
• Identifies and engages potential new clients through referrals or financial center clientele.

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them achieve their financial goals. The role involves triaging client leads, referring to partners based on needs, and reviewing goals to suggest suitable products.

Expected licenses and trainings must be completed, and SAFE Act registration may apply for residential mortgage loan work. Strong client relationships and risk awareness are essential in a fast-paced environment.