Strategic Financial Solutions Advisor

Bank of America; New York (NY); On-site; USD 40,000 - 47,000; Full time

Job summary

Bank of America is seeking a client-focused professional to build relationships and provide end-to-end financial guidance to clients in New York. The role emphasizes collaboration with banking and Merrill partners to meet clients’ evolving financial needs and priorities.

You will develop deep client relationships, deliver reviews and presentations, and grow your network through in-branch activities while adhering to licensing requirements and regulatory standards.

Qualifications

• Aptitude in obtaining required industry licenses.
• Must be self-disciplined in managing time and capacity.
• Experience in cultivating client relationships, accessing 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

• Provide end-to-end comprehensive advice to clients and deliver reviews/presentations with confidence.
• Collaborate with core banking and investment partners to meet clients' financial needs.
• Grow your network by engaging with banking customers and higher net worth clients.
• Connect clients to solutions from Bank of America and Merrill to address most financial needs.

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer Focus

Portfolio Management

Prospecting

Executive Presence

Oral Communications

Risk Management

Education

Bachelor's degree

FINRA Securities Industry Essentials (SIE)

Job description

Bank of America is seeking a client-focused professional to build relationships and provide end-to-end financial guidance to clients in New York. The role emphasizes collaboration with banking and Merrill partners to meet clients’ evolving financial needs and priorities.

You will develop deep client relationships, deliver reviews and presentations, and grow your network through in-branch activities while adhering to licensing requirements and regulatory standards.