Financial Solutions Advisor at Bank of America providing customized financial advice and solutions. Responsible for building client relationships and delivering tailored investment strategies.
About the role
- Financial Solutions Advisor at Bank of America, providing advice and customized solutions to achieve clients' financial goals. Planning, recommending, and managing investment strategies aligned with client's needs.
Responsibilities
- Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products
- 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
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
- Competitive benefits to support physical, emotional, and financial well-being
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Financial Solutions Advisor providing comprehensive financial advice to clients at Bank of America. Helping clients achieve financial goals by recommending investment strategies and products in a collaborative environment.
Financial Solutions Advisor providing comprehensive financial advice and customized solutions to clients to achieve their financial goals. Assisting clients with brokerage products and investment strategies to align with their needs.
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