Strategic Financial Solutions Advisor

Bank of America; United States; Sur place; USD 40 000 - 47 000; Plein temps

Résumé du poste

Bank of America is seeking a financial advisor-type professional to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. Responsibilities include triaging leads, making referrals, and meeting with clients to review goals and recommend products, while maintaining licensure and completing required trainings.

This role may involve residential mortgage loan discussions and SAFE Act compliance, with potential phone-based work and eventual relocation

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

Responsabilités

• Triages client leads and makes referrals to business partners based on client needs and asset thresholds
• Coordinates with clients to review financial and investment goals and recommend products
• Maintains knowledge through required licenses and trainings
• Engages in residential mortgage loan discussions as applicable and adheres to SAFE Act requirements
• Builds and monitors financial plans using brokerage products and banking solutions

Connaissances

Client Experience Branding

Advisory Skills

Investment Management

Pipeline Management

Referral Management

Client Management

Oral Communications

Risk Management

Trading

Executive Presence

Customer Focus

Formation

High School Diploma / GED / Secondary School or equivalent

Description du poste

Bank of America is seeking a financial advisor-type professional to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. Responsibilities include triaging leads, making referrals, and meeting with clients to review goals and recommend products, while maintaining licensure and completing required trainings.

This role may involve residential mortgage loan discussions and SAFE Act compliance, with potential phone-based work and eventual relocation