Strategic Financial Solutions Advisor

Bank of America

West Chester (Chester County)

On-site

USD 85,000 - 120,000

Full time

2 days ago

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Job summary

Bank of America in the United States is seeking a client-focused financial professional to provide comprehensive advice and customized solutions to help clients reach their financial goals. Responsibilities include triaging client leads, referring to business partners, and reviewing goals with clients to recommend products such as stocks, bonds, mutual funds, and banking solutions.

The role supports residential mortgage loan origination and requires SAFE Act registration; all employees involved

Qualifications

Required: Licenses in process or obtained; time management and capacity.
Experience in cultivating client relationships and assessing needs to recommend solutions.
Demonstrates a results-driven mindset prioritizing client interests in a fast-paced environment.

Responsibilities

Plan client financial goals by building a financial plan with brokerage products (stocks, bonds, mutual funds, annuities) and banking solutions.
Recommend banking and investments strategies aligned with client goals.
Triages client requests and refers to internal partners based on client needs and asset thresholds; mitigate risk.
Identify and engage potential new clients through referrals or center clientele.