Strategic Financial Solutions Advisor

Bank of America Corporation

New York (NY)

Vor Ort

USD 40.000 - 46.000

Vollzeit

Vor 3 Tagen

Sei unter den ersten Bewerbenden

Eine vollständige Bewerbung in einer Minute

Maßgeschneiderter Lebenslauf und Anschreiben – versandbereit.

Schaffe es an den ATS-Filtern vorbei

Benefits dieser Stelle

Benefits eligible

Zusammenfassung

Bank of America Corporation is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. Responsibilities include triaging leads, referrals to partners, and reviewing goals with clients to recommend products, with required licenses and trainings.

The role may involve residential mortgage loan origination and SAFE Act registration; background checks are required.

Qualifikationen

Licensing required or pursuing required industry licenses.
Time management and capacity management.
Experience cultivating client relationships and assessing needs.
Strong communication and collaboration.
Ability to thrive in a fast-paced environment with multitasking.
Bilingual in Spanish.
FINRA SIE preferred.
Bachelor’s degree or sales/financial services experience preferred.

Aufgaben

Plan clients' short and long-term financial goals using brokerage products and banking solutions.
Recommend banking and investment strategies aligned with client goals.
Triages client requests and referrals to internal service providers; manage risk.
Identify and engage potential new clients through referrals or bank clientele.

Kenntnisse

Licensing aptitude

Relationship building

Communication

Multitasking

Bilingual Spanish

Results-driven

Tech adaptability

Executive presence

Risk management

Trading

Ausbildung

High School Diploma / GED

Jobbeschreibung