Strategic Financial Solutions Advisor

Bank of America; Kenmore (WA); On-site; USD 65,000 - 95,000; Full time

Job summary

Bank of America seeks a client advisor to provide comprehensive financial guidance, triage client leads, and refer to partners as needed to meet asset-based goals.

The role involves meeting clients to review financial and investment goals, recommending products, and pursuing required licenses and trainings. SAFE Act registration may apply for mortgage-related work, with background checks as part of the process.

Qualifications

• Aptitude in obtaining required industry licenses.
• 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.

Responsibilities

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
• 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

Investment Management

Referral Management

Portfolio Management

Oral Communications

Risk Management

Executive Presence

Business Acumen

Education

High School Diploma

Bachelor's degree

Tools

FINRA SIE

Job description

Bank of America seeks a client advisor to provide comprehensive financial guidance, triage client leads, and refer to partners as needed to meet asset-based goals.

The role involves meeting clients to review financial and investment goals, recommending products, and pursuing required licenses and trainings. SAFE Act registration may apply for mortgage-related work, with background checks as part of the process.