Strategic Financial Solutions Advisor — Southern VA

Bank of America; Charlottesville (VA); In loco; USD 65.000 - 105.000; Tempo pieno

Descrizione del lavoro

Bank of America in Charlottesville, VA is seeking a financial advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals through brokerage products and banking services.

You will triage client leads, refer to business partners, meet with clients to review goals, and build financial plans while completing required licenses and trainings; SAFE Act registration may apply for mortgage activities.

Competenze

• Currently holds Series 7 and 66 (or the equivalent 63 and 65 in lieu of 66) licenses.
• Minimum of one year of experience in the investments industry with knowledge of investment products.
• Minimum of one year in financial services or a sales environment with proven goals.
• Ability to build and nurture strong client relationships and communicate confidently.

Mansioni

• Plan client financial goals by building a plan with brokerage products (stocks, bonds, mutual funds, annuities).
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and referrals to internal service providers based on assets.
• Mitigate and control risk as part of daily activities.
• Identify potential new clients through referrals or center clientele.
• Provide coaching to referral partners based on client needs.

Conoscenze

Account Management

Advisory

Client Experience Branding

Customer Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Risk Management

Written Communications

Pipeline Management

Causation Analysis

Client Management

Policies, Procedures, and Guidelines

Formazione

High School Diploma / GED / Secondary School or equivalent

Descrizione del lavoro

Bank of America in Charlottesville, VA is seeking a financial advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals through brokerage products and banking services.

You will triage client leads, refer to business partners, meet with clients to review goals, and build financial plans while completing required licenses and trainings; SAFE Act registration may apply for mortgage activities.