Wealth & Banking Solutions Advisor

Bank of America; West Jordan (UT); On-site; USD 65,000 - 105,000; Full time

Job summary

Bank of America seeks a roles-focused financial professional to plan clients' financial futures using brokerage products and banking solutions. You will review goals with clients, assess needs, and tailor investment strategies to match asset thresholds.

The position emphasizes client referrals, risk mitigation, and collaboration with partners to deliver comprehensive financial advice within an in-office culture that supports growth and development.

Qualifications

• Requires industry licenses and willingness to obtain required licenses.
• Demonstrates ability to manage time and capacity effectively.
• Experience in cultivating client relationships and assessing needs.
• Proven ability to build peer relationships through communication and collaboration.
• Results-driven mindset with focus on client's interests in a fast-paced environment.
• Ability to execute multiple tasks concurrently.
• Adaptable to new technology and applications.

Responsibilities

• Plan clients' short and long-term financial goals by building financial plans with brokerage and banking solutions.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and refers to internal partners based on assets; mitigates risk.
• Identify and engage potential new clients through referrals or existing client base.

Skills

Client Experience

Solution Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED

Bachelor's degree

Job description

Bank of America seeks a roles-focused financial professional to plan clients' financial futures using brokerage products and banking solutions. You will review goals with clients, assess needs, and tailor investment strategies to match asset thresholds.

The position emphasizes client referrals, risk mitigation, and collaboration with partners to deliver comprehensive financial advice within an in-office culture that supports growth and development.