Strategic Financial Solutions Advisor

Bank of America; Ogden (UT); On-site; USD 65,000 - 90,000; Full time

Job summary

Bank of America in Ogden, UT seeks an advisor to deliver comprehensive financial guidance. You will meet clients, develop plans, and recommend brokerage products to reach financial goals, while completing required licenses and ongoing trainings.

The role involves building client relationships, triaging requests, and collaborating with partners to deliver tailored solutions in a fast-paced environment.

Qualifications

• Currently holds Series 7 and 66 (or 63/65 in lieu) licenses.
• Minimum of one year in the investments industry with product knowledge.
• Experience in financial services or sales achieving goals.
• Strong relationship-building and collaboration skills.
• Proven ability to manage time, navigate complexity and multi-task.

Responsibilities

• Plan clients' short and long-term financial goals by building a financial plan with brokerage products.
• Recommend banking and investment strategies aligned with client goals.
• Triage client requests and refer to internal service providers based on needs and assets.
• Mitigate and control risk as part of daily activities.
• Identify new clients through referrals or existing centers of influence.
• Provide coaching to referral partners based on client needs and services.

Skills

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Causation Analysis

Client Management

Policies, Procedures, and Guidelines

Risk Management

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Ogden, UT seeks an advisor to deliver comprehensive financial guidance. You will meet clients, develop plans, and recommend brokerage products to reach financial goals, while completing required licenses and ongoing trainings.

The role involves building client relationships, triaging requests, and collaborating with partners to deliver tailored solutions in a fast-paced environment.