Strategic Financial Solutions Advisor

ghr; Portland (OR); Presencial; USD 60 000 - 120 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Competitive benefits

Resumo da oferta

Bank of America is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals through brokerage products and tailored financial plans.

The role involves triaging leads, meeting with clients to review goals, and referring to business partners as needed. Eligibility includes licenses/trainings and SAFE Act registration requirements.

Qualificações

• High School Diploma or GED required.
• Experience in account management or advisory roles preferred.
• SAFE Act registration may be required for mortgage-related work.

Responsabilidades

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products and services.
• Recommends banking and investments strategies that align with client goals and needs.
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds.
• Mitigates and controls risk as part of daily activities.
• Identifies and engages potential new clients through referrals or center clientele.
• Provides coaching and feedback to referral partners based on client needs and potential product services recommended.

Conhecimentos

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

Formação académica

High School Diploma

Descrição da oferta de emprego

Bank of America is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals through brokerage products and tailored financial plans.

The role involves triaging leads, meeting with clients to review goals, and referring to business partners as needed. Eligibility includes licenses/trainings and SAFE Act registration requirements.