Strategic Financial Solutions Advisor

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

Job summary

Bank of America in the United States is seeking a Financial Advisor to help clients reach their financial goals by offering tailored investment, banking and wealth-management solutions. You will triage client leads, refer to internal partners, and meet with clients to review goals and recommend suitable products.

This role requires completing required licenses and trainings, and may involve residential mortgage loan originations under SAFE Act requirements; registration and background checks

Qualifications

• Must obtain required industry licenses.
• Proven ability to cultivate client relationships.
• Ability to manage multiple tasks in a fast-paced environment.
• Strong communication and collaboration skills.
• Willingness to learn new technologies and applications.

Responsibilities

• Plan clients' financial goals with brokerage and banking solutions.
• Triages client requests and referrals to internal service providers based on client needs.
• Meets with clients to review financial and investment goals and recommend products.
• Identify and engage potential new clients through referrals or center clientele.

Skills

Client Relationship Management

Financial Advisory

Investment Management

Banking Solutions

Prospecting

Risk Management

Education

Bachelor's degree

High School Diploma / GED

FINRA SIE (Desirable)

Tools

CRM Software

Portfolio Analytics Tools

MS Office

Job description

Bank of America in the United States is seeking a Financial Advisor to help clients reach their financial goals by offering tailored investment, banking and wealth-management solutions. You will triage client leads, refer to internal partners, and meet with clients to review goals and recommend suitable products.

This role requires completing required licenses and trainings, and may involve residential mortgage loan originations under SAFE Act requirements; registration and background checks