Strategic Financial Solutions Advisor

Bank of America; Salisbury (MD); Vor Ort; USD 55.000 - 90.000; Vollzeit

Zusammenfassung

Bank of America is seeking a Financial Services Professional to provide comprehensive financial advice and customized solutions. The role involves triaging client leads, meeting with clients, reviewing goals, and recommending products.

It may include residential mortgage activity and requires registration and background checks. Responsibilities include building financial plans with brokerage products, referring to internal partners, and identifying new clients through referrals or the branch

Qualifikationen

• Ability to obtain required industry licenses.
• Self‑disciplined time and capacity management.
• Experience cultivating client relationships, assessing needs, and recommending solutions.
• Strong peer relationship skills through effective communication and collaboration.
• Results‑driven mindset while prioritizing client interests in a complex, fast‑paced environment.
• Execution of multiple tasks simultaneously.
• Adaptability to new technology or applications.

Aufgaben

• Plan short- and long-term financial goals with clients by building financial plans that incorporate brokerage products.
• Recommend banking and investment strategies aligned with client financial goals and needs.
• Triage client requests and refer them to appropriate internal service providers based on client needs and asset thresholds, mitigating and controlling risk as part of daily activities.
• Identify and engage potential new clients through referrals or financial center clientele.

Kenntnisse

Licensing

Time management

Client relationships

Communication

Results‑driven

Multitasking

Adaptability

Ausbildung

High School Diploma / GED

Jobbeschreibung

Bank of America is seeking a Financial Services Professional to provide comprehensive financial advice and customized solutions. The role involves triaging client leads, meeting with clients, reviewing goals, and recommending products.

It may include residential mortgage activity and requires registration and background checks. Responsibilities include building financial plans with brokerage products, referring to internal partners, and identifying new clients through referrals or the branch