Wealth & Banking Solutions Advisor

Bank of America; Norman (OK); On-site; USD 55,000 - 90,000; Full time

Job summary

Bank of America in the United States seeks a financial professional to provide comprehensive advice and customized solutions to clients, helping them reach financial goals.

You will triage leads, refer to business partners based on client needs and asset levels, review goals with clients, and expand knowledge through required licenses and trainings. Some roles may involve residential mortgage lending per SAFE Act.

Qualifications

• Must obtain required industry licenses as part of the role.
• Strong ability to build and maintain client relationships and identify client needs.
• Ability to manage multiple tasks in a fast-paced environment.

Responsibilities

• Develop financial plans with brokerage products and banking solutions.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and refers to internal service providers when needed.
• Identify and engage new clients through referrals or center clientele.

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Oral Communications

Risk Management

Executive Presence

Trading

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor's degree

Job description

Bank of America in the United States seeks a financial professional to provide comprehensive advice and customized solutions to clients, helping them reach financial goals.

You will triage leads, refer to business partners based on client needs and asset levels, review goals with clients, and expand knowledge through required licenses and trainings. Some roles may involve residential mortgage lending per SAFE Act.