Investment Solutions Advisor

Bank of America is seeking an Investment Solutions Advisor in Anchorage, AK, to work with high-net-worth clients, providing tailored investment advice and building relationships. Responsibilities include assessing financial goals, recommending strategies, and collaborating with Financial Advisor teams to promote portfolio growth. The role aims to develop a sustainable book of business and achieve financial targets, contributing to the Wealth Management team's success.
Role Summary

Join Bank of America as a Merrill Financial Solutions Advisor and contribute to the success of our Wealth Management team. In this role, you will work with high-net-worth clients, identifying their financial needs and developing relationships to provide tailored investment advice.

As an Investment Solutions Advisor, you will leverage technology to achieve business growth goals and profile activities to determine client investor profiles and financial resource objectives. Your key responsibilities will include building a sustainable book of business and providing opportunities for advisors to pursue a career within the bank.

About the Job:

This job involves working with high-net-worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients.

Key Responsibilities:
• Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies.
• Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority solutions.
• Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth.
• Understands and accesses the full breadth of resources across the bank to benefit clients or prospects.
• Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor.

About Us:

We believe in responsible growth and are dedicated to supporting communities around the world by connecting them to the lending, investing, and giving they need to remain vibrant and vital.