Strategic Financial Solutions Advisor

Bank of America; Prince Frederick (MD); Sur place; USD 40 000 - 47 000; Plein temps

Résumé du poste

Bank of America in Maryland is seeking a Client Advisor to provide comprehensive financial guidance and tailored solutions to individual clients, helping them reach long-term goals through brokerage products, banking services, and thoughtful planning.

This role emphasizes building trusted relationships, meeting licensing requirements, collaborating with partners, and maintaining risk controls in a fast-paced environment.

Qualifications

• Requires industry licenses and ongoing trainings.
• Must be self-disciplined in managing time and client load.
• Experience cultivating client relationships and assessing needs.

Responsabilités

• Advise clients on financial goals and build plans using brokerage products and banking services.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and coordinates referrals to internal partners while managing risk.
• Engage potential new clients through referrals or center clientele.

Connaissances

Client Experience

Investment Management

Portfolio Management

Risk Management

Executive Presence

Oral Communications

Business Acumen

Referral Management

Client Management

Formation

High School Diploma

Description du poste

Bank of America in Maryland is seeking a Client Advisor to provide comprehensive financial guidance and tailored solutions to individual clients, helping them reach long-term goals through brokerage products, banking services, and thoughtful planning.

This role emphasizes building trusted relationships, meeting licensing requirements, collaborating with partners, and maintaining risk controls in a fast-paced environment.