Strategic Financial Solutions Advisor

Bank of America; Greenville (SC); On-site; USD 65,000 - 105,000; Full time

Job summary

Bank of America is seeking a financial advisor to plan clients' short and long-term goals using brokerage and banking solutions. You will tailor investment strategies and work to grow client relationships while mitigating risk in a dynamic environment.

The role emphasizes client-focused service, cross-selling opportunities, and collaborating with internal teams to meet client needs and business goals.

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
• Currently holds FINRA Securities Industry Essentials (SIE)
• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience

Responsibilities

• Helps clients plan goals by building financial plans with brokerage and banking solutions.
• Recommends banking and investments strategies aligned with client goals and needs.
• Triages client requests and refers to internal service providers based on assets.
• Identifies and engages 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

Bachelor’s degree

FINRA SIE

Job description

Bank of America is seeking a financial advisor to plan clients' short and long-term goals using brokerage and banking solutions. You will tailor investment strategies and work to grow client relationships while mitigating risk in a dynamic environment.

The role emphasizes client-focused service, cross-selling opportunities, and collaborating with internal teams to meet client needs and business goals.