Wealth & Investment Solutions Advisor

Bank of America; Hillsboro (OR); On-site; USD 65,000 - 110,000; Full time

Job summary

Bank of America is seeking a client-focused financial advisor to help clients reach their financial goals. The role involves triaging leads, making referrals, and meeting with clients to review investment goals and suggest suitable products.

You will expand knowledge through required licenses and training to ensure regulatory compliance, including SAFE Act considerations. Responsibilities include building financial plans using brokerage products, recommending banking and investment strategies,

Qualifications

• Must obtain required industry licenses and registrations.
• Experience cultivating client relationships and assessing needs.
• Ability to manage multiple tasks in a fast-paced environment.
• Strong communication and collaboration across teams.

Responsibilities

• Provide comprehensive advice and customized financial solutions to clients.
• Triages client leads and refers to internal partners based on needs.
• Meet with clients to review goals and recommend products.
• Build financial plans using brokerage and banking products.

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

FINRA Securities Industry Essentials (SIE)

Job description

Bank of America is seeking a client-focused financial advisor to help clients reach their financial goals. The role involves triaging leads, making referrals, and meeting with clients to review investment goals and suggest suitable products.

You will expand knowledge through required licenses and training to ensure regulatory compliance, including SAFE Act considerations. Responsibilities include building financial plans using brokerage products, recommending banking and investment strategies,