Strategic Financial Solutions Advisor

Bank of America; West Chester (Chester County); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America seeks a results-driven financial professional to provide comprehensive financial guidance to clients, including brokerage and banking solutions. The role involves triaging client leads, making referrals, and reviewing goals with clients to tailor investment and banking recommendations.

Responsibilities include expanding client relationships, meeting licensing requirements, and staying compliant with SAFE Act registration where applicable, in a high-volume, client-focused

Qualifications

• Aptitude in obtaining required industry licenses.
• Experience in cultivating client relationships, assessing needs and recommending solutions.
• Ability to manage multiple tasks simultaneously in a fast-paced environment.

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

Solution Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer Focus

Portfolio Management

Prospecting

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

Bachelor's degree

FINRA Securities Industry Essentials (SIE)

High School Diploma

Job description

Bank of America seeks a results-driven financial professional to provide comprehensive financial guidance to clients, including brokerage and banking solutions. The role involves triaging client leads, making referrals, and reviewing goals with clients to tailor investment and banking recommendations.

Responsibilities include expanding client relationships, meeting licensing requirements, and staying compliant with SAFE Act registration where applicable, in a high-volume, client-focused