Strategic Financial Solutions Advisor

Bank of America Corporation; New York (NY); Presencial; USD 40.000 - 46.000; Jornada completa

Descripción de la vacante

Bank of America is seeking a financial advisor-like professional to provide comprehensive advice and customized solutions to clients in New York. The role emphasizes triaging leads, referrals, and reviewing client goals to tailor investment and banking products.

Licenses and trainings are required, including potential SAFE Act considerations for mortgage-related work. The position focuses on building client relationships, planning, and cross-selling financial solutions while maintaining a

Formación

• Licenses: required licenses being pursued or held; completion of trainings expected.
• Proven ability to manage client relationships and assess needs.
• Ability to operate in a fast-paced environment with multiple tasks.
• Strong interpersonal and collaborative skills; results-driven mindset.
• Comfort with technology and new applications.

Responsabilidades

• Triages client leads and refers to business partners as needed.
• Meets with clients to review financial goals and recommend products.
• Builds financial plans using brokerage and banking solutions.
• Identifies new clients through referrals or existing center relationships.

Conocimientos

Client experience

Relationship management

Communication

Sales orientation

Financial planning

Referrals

Portfolio management

Risk awareness

Executive presence

Problem solving

Time management

Industry knowledge

Educación

Bachelor’s degree or higher

FINRA SIE (preferred)

Herramientas

CRM system

Microsoft Office

Descripción del empleo

Bank of America is seeking a financial advisor-like professional to provide comprehensive advice and customized solutions to clients in New York. The role emphasizes triaging leads, referrals, and reviewing client goals to tailor investment and banking products.

Licenses and trainings are required, including potential SAFE Act considerations for mortgage-related work. The position focuses on building client relationships, planning, and cross-selling financial solutions while maintaining a