Role OverviewThis role at Bank of America is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. The position involves triaging client leads, making referrals to business partners, and meeting with clients to review financial and investment goals. The role requires completing required licenses and trainings and may involve residential mortgage loan origination subject to SAFE Act registration.
What You Will Do
Work with clients to plan short and long-term financial goals by building financial plans with brokerage products like stocks, bonds, mutual funds, annuities, and banking solutions. Recommend banking and investment strategies, triage client requests, make referrals to internal service providers, mitigate risk, and identify potential new clients through referrals or financial center clientele.
Why It Might Be a Fit
Candidates should have experience cultivating client relationships, assessing needs, and recommending solutions, along with a results-driven mindset and ability to multitask in a fast-paced environment. The role offers a base salary of $28.85 - $33.65 hourly pay, benefits eligibility, and paid time off. It requires obtaining industry licenses and SAFE Act registration.
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
- Benefits eligible
- Paid time off
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