Financial Solutions Advisor at Bank of America delivering comprehensive advice and customized financial solutions. Responsible for building financial plans and engaging potential new clients through referrals and relationship management.
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.
Requirements
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
Benefits
This role is currently benefits eligible.
We provide industry-leading benefits.
Access to paid time off.
Resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
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Financial Solutions Advisor providing comprehensive financial advice and customized solutions to clients at Bank of America. Responsible for triaging leads and meeting with clients to review their financial goals.