Strategic Financial Solutions Advisor

Bank of America; South Carolina; On-site; USD 60,000 - 80,000; Full time

Job summary

Bank of America is seeking a financial advisor to help clients achieve their financial goals by providing comprehensive advice and customized solutions. You will triage client leads, refer to business partners, and meet with clients to review goals and recommend products.

You will expand knowledge through required licenses and trainings, and may be involved in residential mortgage loan origination under SAFE Act rules. This role emphasizes client relationships, collaboration, and compliance.

Qualifications

• High School Diploma or GED required.
• Currently holds FINRA Securities Industry Essentials (SIE) preferred.
• Bachelor’s degree and/or 1 year of financial services industry or sales experience.

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
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center clientele

Skills

Client Experience

Branding

Client Solutions

Advice

Investment Management

Pipeline Management

Referral Management

Client Management

Customer and Client 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 help clients achieve their financial goals by providing comprehensive advice and customized solutions. You will triage client leads, refer to business partners, and meet with clients to review goals and recommend products.

You will expand knowledge through required licenses and trainings, and may be involved in residential mortgage loan origination under SAFE Act rules. This role emphasizes client relationships, collaboration, and compliance.