Strategic Financial Solutions Advisor

Quest Oracle Community; Tucson (AZ); On-site; USD 60,000 - 100,000; Full time

Job summary

Bank of America is hiring a Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. The role involves triaging leads, referring to partners, and meeting with clients to review goals and recommend products.

Licenses and trainings will be completed as required, with SAFE Act registration for mortgage loan origination. The position emphasizes in-office collaboration, with some flexibility based on role needs.

Qualifications

• Aptitude in obtaining required industry licenses.
• Experience in cultivating client relationships, assessing needs and recommending solutions.
• Demonstrates a results-driven mindset in a fast-paced environment.

Responsibilities

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

Skills

Client Solutions Advisory

Investment Management

Pipeline Management

Client Management

Oral Communications

Risk Management

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor's degree (desired)

Job description

Bank of America is hiring a Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. The role involves triaging leads, referring to partners, and meeting with clients to review goals and recommend products.

Licenses and trainings will be completed as required, with SAFE Act registration for mortgage loan origination. The position emphasizes in-office collaboration, with some flexibility based on role needs.