Wealth & Banking Solutions Advisor

Bank of America; Oregon City (OR); In loco; USD 65.000 - 90.000; Tempo pieno

Descrizione del lavoro

Bank of America in the United States seeks a Financial Advisor to deliver comprehensive financial guidance and tailored solutions, helping clients reach their goals. The role includes triaging leads, referrals to partners, and reviewing goals to recommend banking and investment products.

The position requires licenses and training completion, SAFE Act compliance for mortgage activities when applicable, and building strong client relationships while managing risk in a fast-paced setting.

Competenze

• Must be able to obtain required industry licenses and complete trainings.
• Experience in cultivating client relationships and identifying financial needs.
• Strong ability to communicate solutions and recommendations to clients.

Mansioni

• Plan clients' financial goals using brokerage and banking products.
• Recommend banking and investment strategies aligned with goals.
• Triages client requests and refers to appropriate internal partners based on needs.

Conoscenze

Client Relationships

Financial Planning

Investment Knowledge

Sales & Referrals

Time Management

Communication

Formazione

High School Diploma / GED

Descrizione del lavoro

Bank of America in the United States seeks a Financial Advisor to deliver comprehensive financial guidance and tailored solutions, helping clients reach their goals. The role includes triaging leads, referrals to partners, and reviewing goals to recommend banking and investment products.

The position requires licenses and training completion, SAFE Act compliance for mortgage activities when applicable, and building strong client relationships while managing risk in a fast-paced setting.