Strategic Financial Solutions Advisor

Bank of America; Redmond (WA); On-site; USD 90,000 - 110,000; Full time

Job summary

Bank of America is seeking a client-focused financial professional to provide comprehensive advice and customized solutions. You will triage leads, refer to partners based on asset thresholds, and meet with clients to review goals and recommend products.

Licenses and SAFE Act training are required to fulfill the role. The role involves working with residential mortgage lending under SAFE Act guidelines, with background checks and compliance steps in place.

Qualifications

• Aptitude in obtaining required industry licenses.

Responsibilities

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
• Identifies and engages potential new clients through referrals or financial center clientele

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Education

Bachelor's degree

Job description

Bank of America is seeking a client-focused financial professional to provide comprehensive advice and customized solutions. You will triage leads, refer to partners based on asset thresholds, and meet with clients to review goals and recommend products.

Licenses and SAFE Act training are required to fulfill the role. The role involves working with residential mortgage lending under SAFE Act guidelines, with background checks and compliance steps in place.