Wealth & Investment Solutions Advisor

Bank of America; Indianapolis (IN); On-site; USD 65,000 - 90,000; Full time

Job summary

Bank of America is seeking a financial advisor to deliver comprehensive advice and customized solutions to clients in Indianapolis. You will triage leads, refer to partners based on assets and needs, and meet with clients to review and adjust goals with suitable products.

Responsibilities include building financial plans with brokerage products, recommending strategies, and expanding client relationships while maintaining regulatory licenses and standards.

Qualifications

• Aptitude for obtaining required industry licenses.
• Experience in cultivating client relationships, assessing needs and recommending solutions.
• Ability to build financial plans and connect clients with appropriate products.

Responsibilities

• Plan clients' short and long-term financial goals using brokerage products and managed solutions.
• Recommend banking and investment strategies aligned with client goals.
• Triage client requests and refer to internal service providers by needs and asset thresholds; mitigate risk daily.
• Identify and engage potential new clients through referrals or financial center clientele.

Skills

Client Experience

Branding

Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma

Bachelor's degree

FINRA SIE

Job description

Bank of America is seeking a financial advisor to deliver comprehensive advice and customized solutions to clients in Indianapolis. You will triage leads, refer to partners based on assets and needs, and meet with clients to review and adjust goals with suitable products.

Responsibilities include building financial plans with brokerage products, recommending strategies, and expanding client relationships while maintaining regulatory licenses and standards.