Strategic Financial Solutions Advisor

Bank of America; United States; Hybrid; USD 60,000 - 100,000; Full time

Job summary

Bank of America is seeking a financial advisor to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. You will triage leads, refer to business partners based on needs, and meet with clients to review goals and recommend products.

You may be responsible for residential mortgage loans and will undergo SAFE Act registration. Responsibilities include building financial plans with brokerage products, suggesting banking and investment strategies, and

Qualifications

• High School Diploma or GED required.
• Bachelor's degree and/or 1 year financial services experience.
• FINRA SIE is preferred or required for the role.

Responsibilities

• Works with clients to plan short and long-term financial goals using brokerage products.
• Recommends banking and investments strategies aligning with client goals.
• Triages client requests and refers to internal service providers based on needs.
• Mitigates and controls risk in daily activities.
• Identifies and engages potential new clients via referrals or Center clientele.

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Portfolio Management

Executive Presence

Oral Communications

Education

High School Diploma

Bachelor's degree

FINRA SIE

Job description

Bank of America is seeking a financial advisor to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. You will triage leads, refer to business partners based on needs, and meet with clients to review goals and recommend products.

You may be responsible for residential mortgage loans and will undergo SAFE Act registration. Responsibilities include building financial plans with brokerage products, suggesting banking and investment strategies, and