Wealth & Investment Solutions Advisor

Habitat For Humanity Of Durham; Raleigh (NC); On-site; USD 55,000 - 85,000; Full time

Job summary

Bank of America is recruiting for a financial advisor role focused on delivering comprehensive advice and customized solutions to clients. The position involves triaging leads, referring to partners based on client needs and asset thresholds, and reviewing goals with clients to propose suitable products and services.

Additionally, licenses and ongoing training are required; the job may include residential mortgage loan origination and SAFE Act registration processes.

Qualifications

• Aptitude in obtaining required industry licenses
• Must be self-disciplined in managing time and capacity
• Experience in cultivating client relationships, assessing needs and recommending solutions
• Success creating strong peer relationships through effective communication and collaboration
• Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment
• Executes multiple tasks simultaneously
• Learns and adapts to new technology or applications

Responsibilities

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial 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

Bachelor’s degree

High School Diploma / GED

Job description

Bank of America is recruiting for a financial advisor role focused on delivering comprehensive advice and customized solutions to clients. The position involves triaging leads, referring to partners based on client needs and asset thresholds, and reviewing goals with clients to propose suitable products and services.

Additionally, licenses and ongoing training are required; the job may include residential mortgage loan origination and SAFE Act registration processes.