Strategic Financial Solutions Advisor

Bank of America; Waco (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America in the United States is seeking a client-focused financial professional to deliver comprehensive advice and customized solutions to clients, helping them reach their financial goals. You will triage leads, refer to business partners, and meet with clients to review goals and product recommendations.

Job requires completing required licenses/training, with potential SAFE Act considerations for certain loan activities.

Qualifications

• High school education completed; pursuing FINRA licenses is expected.
• Experience in cultivating client relationships and assessing needs.
• Ability to communicate clearly and collaborate with internal partners.

Responsibilities

• Advise clients to plan short and long term financial goals using brokerage and banking products.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and referrals to appropriate service lines.
• Mitigate and control risk as part of daily activities.
• Identify potential new clients through referrals or existing client base.

Skills

Client Experience

Investment Management

Portfolio Management

Prospecting

Risk Management

Executive Presence

Oral Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in the United States is seeking a client-focused financial professional to deliver comprehensive advice and customized solutions to clients, helping them reach their financial goals. You will triage leads, refer to business partners, and meet with clients to review goals and product recommendations.

Job requires completing required licenses/training, with potential SAFE Act considerations for certain loan activities.