Financial Solutions Advisor Registration Candidate- Dumfries-triangle Financial Center
Bank of America
Dumfries, USA
Client relationship management
Financial goal planning
Risk mitigation
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals
Job Summary
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
Matching Summary
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
Skills & Requirements
Must-have
Client relationship management
Financial goal planning
Risk mitigation
Client needs assessment
Sales and referral generation
Nice-to-have
Executive presence
Adaptability to new technology
Collaboration and peer relationships
Results-driven mindset
Key Requirements
Aptitude for obtaining industry licenses
FINRA Securities Industry Essentials (SIE) certification
High School Diploma / GED / Secondary School or equivalent