Wealth & Financial Planning Advisor

Bank of America; Virginia; On-site; USD 40,000 - 46,000; Full time

Benefits offered by this job

Benefits

Industry-leading benefits

Job summary

Bank of America is seeking a client-focused financial advisor to provide comprehensive advice and customized solutions to clients, helping them reach their financial goals. The role involves triaging leads, making referrals to partners, and meeting with clients to review goals and recommend products.

Responsibilities include building financial plans with brokerage and banking products, referring to internal service providers, and identifying new clients through referrals or existing clientele.

Qualifications

• Experience in cultivating client relationships and assessing needs.
• Ability to manage multiple tasks in a fast-paced environment.
• Willingness to obtain required industry licenses.

Responsibilities

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

Skills

Client Experience

Branding

Client Solutions

Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer and Client Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED / Secondary School or equivalent.

Bachelor’s degree and/or 1 year of financial services experience

Tools

FINRA SIE (Desirable)

Job description

Bank of America is seeking a client-focused financial advisor to provide comprehensive advice and customized solutions to clients, helping them reach their financial goals. The role involves triaging leads, making referrals to partners, and meeting with clients to review goals and recommend products.

Responsibilities include building financial plans with brokerage and banking products, referring to internal service providers, and identifying new clients through referrals or existing clientele.