Trusted Financial Solutions Advisor — Richmond Area

Bank of America; Richmond (VA); On-site; USD 40,000 - 46,000; Full time

Job summary

Bank of America in the United States is seeking a financial professional to provide comprehensive advice and customized solutions helping clients achieve financial goals. Responsibilities include triaging leads, referral to partners, and reviewing financial goals with clients.

The role involves obtaining required licenses, serving residential mortgage loan clients under SAFE Act requirements, and working in a structured office environment with standard hours.

Qualifications

• Aptitude in obtaining required industry licenses.
• Experience in cultivating client relationships, assessing needs and recommending solutions.
• Demonstrates a results-driven mindset in a fast-paced environment.
• Ability to manage multiple tasks and priorities.
• DESIRED: FINRA SIE license.

Responsibilities

• Works with clients to plan short and long-term financial goals with brokerage and banking products.
• Recommends banking and investments strategies aligned with client goals.
• Triages client requests and makes referrals to internal service providers.
• Mitigates and controls risk as part of daily activities.
• Identifies and engages potential new clients through referrals or center clientele.

Skills

Client Experience

Advisory

Investment Management

Portfolio Management

Prospecting

Referral Management

Client Management

Risk Management

Trading

Oral Communications

Executive Presence

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in the United States is seeking a financial professional to provide comprehensive advice and customized solutions helping clients achieve financial goals. Responsibilities include triaging leads, referral to partners, and reviewing financial goals with clients.

The role involves obtaining required licenses, serving residential mortgage loan clients under SAFE Act requirements, and working in a structured office environment with standard hours.