Strategic Wealth & Client Advisory Specialist

Bank of America; Raleigh (NC); On-site; USD 70,000 - 110,000; Full time

Job summary

Bank of America is seeking a client-focused financial professional to provide advisory services and customized solutions to help clients reach their financial goals. You will triage leads, refer to business partners, review goals, build financial plans, and recommend brokerage products while meeting regulatory requirements.

Responsibilities include planning, referrals, and ongoing client engagement, with a focus on delivering tailored financial strategies in a fast-paced environment.

Qualifications

• Holds Series 7 and 66 licenses (or 63/65 in lieu of 66).
• 1+ year in investments or financial services with sales exposure.
• Ability to plan client financial goals and recommend brokerage products.
• Wamiliar with regulatory due diligence and SAFE Act requirements.

Responsibilities

• Plan clients' short and long-term financial goals with brokerage products.
• Recommend banking and investments strategies aligned with client goals.
• Triage client requests and refer to internal service providers by asset thresholds.
• Mitigate and control risk in daily activities.
• Identify potential new clients and engage with referrals.

Skills

Account Management

Advisory Client Experience

Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Causation Analysis

Client Management Policies Procedures

Risk Management

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a client-focused financial professional to provide advisory services and customized solutions to help clients reach their financial goals. You will triage leads, refer to business partners, review goals, build financial plans, and recommend brokerage products while meeting regulatory requirements.

Responsibilities include planning, referrals, and ongoing client engagement, with a focus on delivering tailored financial strategies in a fast-paced environment.