Strategic Financial Solutions Advisor

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

Descripción de la vacante

Bank of America in New York is seeking a financial professional who provides comprehensive advice and customized solutions to help clients meet financial goals. You will triage leads, refer to partners based on needs, and meet with clients to review goals.

The role requires pursuing required licenses, SAFE Act registration for mortgage activities, and compliance with background checks. The company emphasizes an in-office culture with flexibility and career development.

Formación

• Aptitude in obtaining required industry licenses.
• Self-discipline in managing time and capacity.
• Experience cultivating client relationships and assessing needs.
• Ability to build strong peer relationships through communication and collaboration.
• Results-driven mindset while prioritizing client's interests in a fast-paced environment.
• Executes multiple tasks simultaneously and learns new technology.

Responsabilidades

• Build financial plans with brokerage products (stocks, bonds, funds, annuities, banking solutions).
• Recommend banking and investments strategies aligned with client goals.
• Triages client requests and refers to internal providers; manage risk daily.
• Identify and engage potential new clients through referrals or center clientele.

Conocimientos

Client Experience

Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Executive Presence

Oral Communications

Risk Management

Trading

Educación

Bachelor’s degree

High School Diploma / GED

FINRA SIE (des.)

Descripción del empleo

Bank of America in New York is seeking a financial professional who provides comprehensive advice and customized solutions to help clients meet financial goals. You will triage leads, refer to partners based on needs, and meet with clients to review goals.

The role requires pursuing required licenses, SAFE Act registration for mortgage activities, and compliance with background checks. The company emphasizes an in-office culture with flexibility and career development.