Wealth & Banking Solutions Advisor – Eastern MD

Bank of America; Town of Easton (WI); On-site; USD 40,000 - 45,000; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Flexible work options

Job summary

Bank of America is recruiting for a role that delivers comprehensive financial advice and customized solutions to clients. You will triage leads, refer to business partners, and meet with clients to review goals and recommend products.

This position requires licenses and SAFE Act registration for mortgage-originations where applicable. The role involves planning client financial goals, building investment and banking strategies, and expanding the client base through referrals, while maintaining

Qualifications

• Licensing: must obtain required industry licenses.
• Self-discipline in time and capacity management.
• Experience cultivating client relationships and assessing needs.
• Proven ability to build peer relationships through communication.
• Results-driven mindset with focus on client interests in a fast-paced environment.
• Learns and adapts to new technology or applications.
• Desirable: FINRA SIE credential.

Responsibilities

• Build financial plans with brokerage products to meet client goals.
• Recommend banking and investment strategies aligned with client needs.
• Triages client requests and refers to internal service providers based on needs and assets.
• Mitigate and controls risk in daily activities.
• Identify and engage new clients through referrals or banking center clientele.

Skills

Client experience

Branding

Advisory

Investment management

Pipeline management

Referral management

Client management

Oral communications

Risk management

Education

Bachelor's degree and/or 1 year financial services experience

Job description

Bank of America is recruiting for a role that delivers comprehensive financial advice and customized solutions to clients. You will triage leads, refer to business partners, and meet with clients to review goals and recommend products.

This position requires licenses and SAFE Act registration for mortgage-originations where applicable. The role involves planning client financial goals, building investment and banking strategies, and expanding the client base through referrals, while maintaining