Financial Solutions Advisor Stage II

3 weeks ago


Bainbridge Island, Washington, United States Bank of America Full time

bJobDescription:/bbrAtBankofAmerica,weareguidedbyacommonpurposetohelpmakefinanciallivesbetterthroughthepowerofeveryconnection.Ourteamisdedicatedtoprovidingcomprehensiveadviceandcustomizedsolutionstoclientstohelpthemachievetheirfinancialgoals.brbrbKeyResponsibilities:/bbrWorkswithclientstoplantheirshortandlong-termfinancialgoalsbybuildingafinancialplanwithbrokerageproducts,includingstocks,bonds,mutualfunds,annuities,andbankingandmoneymanagedsolutionsbrRecommendsbankingandinvestmentsstrategiesthatalignwithclientfinancialgoalsandneedsbrTriagesclientrequestsandmakesreferralstoappropriateinternalserviceprovidersbasedonclientneedsandassetthresholdsbrMitigatesandcontrolsriskaspartofdailyactivitiesbrIdentifiesandengagespotentialnewclientsthroughreferralsorfinancialcenterclientelebrbrbRequirements:/bbrHighSchoolDiploma/GED/SecondarySchoolorequivalentbrStrongcommunicationandinterpersonalskillsbrAbilitytoworkinafast-pacedenvironmentandmeetdeadlinesbrStronganalyticalandproblem-solvingskillsbrAbilitytoworkindependentlyandaspartofateambrbrbBenefits:/bbrThisroleiseligibleforacompetitivesalary,benefitspackage,andopportunitiesforprofessionalgrowthanddevelopment.Weofferadynamicandinclusiveworkenvironment,withafocusondiversity,equity,andinclusion.Ourteamiscommittedtomakingapositiveimpactinthecommunitiesweserve,andwearelookingfortalentedindividualswhoshareourvaluesandpassionformakingadifference.



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