Strategic Financial Solutions Advisor

Bank of America; Rockville (MD); On-site; USD 65,000 - 95,000; Full time

Job summary

Bank of America is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them reach their financial goals. The role includes triaging leads, making referrals to partners based on client needs and asset thresholds, and meeting with clients to review investment goals and recommend products, while adhering to licensing requirements and SAFE Act processes.

The position emphasizes building long-term client relationships, planning and executing

Qualifications

• Aptitude in obtaining required industry licenses.
• Experience in cultivating client relationships, assessing needs and recommending solutions.
• Self-discipline in managing time and capacity.
• Ability to execute multiple tasks simultaneously.
• Willingness to obtain FINRA SIE or related licenses.

Responsibilities

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products and banking solutions.
• Recommends banking and investments strategies that align with client goals.
• Triages client requests and makes referrals based on client needs and asset thresholds; mitigates risk in daily activities.
• Identifies and engages potential new clients through referrals or existing center clientele.

Skills

Client Experience

Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them reach their financial goals. The role includes triaging leads, making referrals to partners based on client needs and asset thresholds, and meeting with clients to review investment goals and recommend products, while adhering to licensing requirements and SAFE Act processes.

The position emphasizes building long-term client relationships, planning and executing