Strategic Financial Solutions Advisor

Bank of America; Town of Riverhead (NY); On-site; USD 40,000 - 46,000; Full time

Job summary

Bank of America in the United States is seeking a financial advisor-oriented role to provide comprehensive advice and customized solutions to clients. The position involves triaging leads, referring to internal partners based on client needs and assets, and meeting with clients to review financial and investment goals.

Training on licenses and SAFE Act compliance is required. The role emphasizes building long-term client relationships, planning with brokerage products, and leveraging banking and

Qualifications

• Aptitude in obtaining required industry licenses
• Must be self-disciplined in managing time and capacity
• Experience in cultivating client relationships, assessing needs and recommending solutions
• Success creating strong peer relationships through effective communication and collaboration
• Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment
• Executes multiple tasks simultaneously
• Learns and adapts to new technology or applications
• Currently holds FINRA Securities Industry Essentials (SIE)
• Bachelor's degree and/or a minimum of one 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

Investments

Portfolio management

Relationship building

Communication

Risk management

Sales experience

Time management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in the United States is seeking a financial advisor-oriented role to provide comprehensive advice and customized solutions to clients. The position involves triaging leads, referring to internal partners based on client needs and assets, and meeting with clients to review financial and investment goals.

Training on licenses and SAFE Act compliance is required. The role emphasizes building long-term client relationships, planning with brokerage products, and leveraging banking and