Strategic Financial Solutions Advisor

Bank of America; Wilmington (DE); On-site; USD 40,000 - 47,000; Full time

Benefits offered by this job

Competitive benefits

In-office culture

Job summary

Bank of America seeks a client-focused financial advisor to provide comprehensive advice and customized solutions. You will triage leads, refer to partners, and meet with clients to review goals and recommend products.

Responsibilities include building financial plans with brokerage products, suggesting banking and investment strategies, and expanding the client base through referrals. A background in finance and required licenses is valued.

Qualifications

• Licenses: ability to obtain required industry licenses
• Self-discipline in managing time and capacity
• Experience cultivating client relationships, assessing needs and recommending solutions
• Strong peer relationships through effective communication and collaboration
• Results-driven mindset prioritizing client's interests in a complex, fast-paced environment
• Executes multiple tasks simultaneously
• Learns and adapts to new technology or applications

Responsibilities

• Triages client leads and refers to internal partners based on client needs and asset thresholds
• Reviews financial and investment goals with clients and recommends products
• Plans short- and long-term financial goals with brokerage and banking solutions
• Identifies potential new clients through referrals or existing clientele
• Mitigates and controls risk as part of daily activities

Skills

Client Experience

Branding

Client Solutions

Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma

FINRA SIE preferred

Bachelor's degree in finance/related

Job description

Bank of America seeks a client-focused financial advisor to provide comprehensive advice and customized solutions. You will triage leads, refer to partners, and meet with clients to review goals and recommend products.

Responsibilities include building financial plans with brokerage products, suggesting banking and investment strategies, and expanding the client base through referrals. A background in finance and required licenses is valued.