Strategic Financial Solutions Advisor

Bank of America; Jamaica (VT); On-site; USD 40,000 - 46,000; Full time

Benefits offered by this job

Benefits eligible

Paid time off

Job summary

Bank of America is seeking a financial advisor to provide comprehensive advice and tailored solutions to clients, helping them reach their financial goals. You will triage leads, refer to partners, and meet with clients to review goals and licenses.

Responsibilities include recommending banking and investment strategies, building plans with brokerage products, and handling referrals across internal service providers.

Qualifications

• Obtaining required licenses is essential.
• Experience in cultivating client relationships and assessing needs.
• Ability to work in a fast-paced environment and multi-task.

Responsibilities

• Plan clients' financial goals with brokerage products.
• Recommend banking and investments strategies aligned with goals.
• Triages client requests and referrals to internal partners; mitigate risk.
• Identify new clients through referrals or center clientele.

Skills

Client Experience

Investment Management

Portfolio Management

Risk Management

Trading

Education

Bachelor’s degree

High School Diploma

Job description

Bank of America is seeking a financial advisor to provide comprehensive advice and tailored solutions to clients, helping them reach their financial goals. You will triage leads, refer to partners, and meet with clients to review goals and licenses.

Responsibilities include recommending banking and investment strategies, building plans with brokerage products, and handling referrals across internal service providers.