Bank of America

Financial Solutions Advisor

Bank of America

full-time

Posted on:

Location Type: Office

Location: McDonough • 🇺🇸 United States

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Job Level

Mid-LevelSenior

About the role

  • Providing comprehensive advice and customized solutions to clients to help them achieve their financial goals
  • Triaging client leads and making referrals to business partners based on client needs and asset thresholds
  • Meeting with clients to review financial and investment goals and recommend products
  • Applying and expanding knowledge by completing required licenses and trainings

Requirements

  • High School Diploma / GED / Secondary School or equivalent
  • 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
Benefits
  • Competitive benefits to support physical, emotional, and financial wellness

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
financial planningbrokerage productsstocksbondsmutual fundsannuitiesbanking solutionsmoney managementrisk mitigationclient triage
Soft skills
client relationship managementcommunicationproblem-solvingadvisory skillsreferral managementgoal orientationanalytical thinkinginterpersonal skillsorganizational skillsengagement
Certifications
High School DiplomaGEDSecondary School