Wealth Strategies Advisor

Welcome to Bank of America, one of the largest financial institutions in the world. We are seeking a highly motivated and experienced Wealth Strategies Advisor to join our team of dedicated professionals. As a Wealth Strategies Advisor, you will have the opportunity to work with our clients to develop and implement customized financial plans that align with their unique goals and objectives. This is a dynamic and rewarding role that requires a deep understanding of wealth management and a passion for helping others achieve their financial dreams. If you are a driven and knowledgeable individual with a strong commitment to delivering exceptional service, we encourage you to apply for this exciting opportunity.

1. Develop and maintain strong relationships with clients to understand their financial goals and objectives.
2. Utilize knowledge of wealth management and financial planning to create customized plans for clients.
3. Provide guidance and advice to clients on investment strategies and financial decisions.
4. Stay up-to-date on industry trends and changes in regulations to ensure compliance and inform clients.
5. Collaborate with other team members, such as financial advisors and investment specialists, to provide comprehensive services to clients.
6. Act as a trusted advisor to clients, building trust and credibility through effective communication and personalized service.
7. Conduct thorough analysis of clients' financial situations to identify opportunities for growth and risk management.
8. Monitor and track clients' progress towards their financial goals, making adjustments and recommendations as needed.
9. Maintain accurate and detailed records of client interactions and financial plans.
10. Continuously seek out new business opportunities and referrals to grow the bank's wealth management portfolio.
11. Adhere to all bank policies and procedures, as well as industry regulations and standards.
12. Represent the bank in a professional and ethical manner at all times.
13. Continuously strive to improve processes and procedures to enhance the client experience.
14. Act as a mentor to junior team members, providing guidance and support as needed.
15. Attend trainings and workshops to further develop knowledge and skills in wealth management.

According to JobzMall, the average salary range for a Wealth Strategies Advisor in Tampa, FL, USA is $75,000 - $150,000 per year. This can vary depending on factors such as experience, skills, and the specific employer. Some may earn even higher salaries, especially those with extensive experience and a strong track record of success in the field.

Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management, Global Banking, Global Markets, and Legacy Assets and Servicing. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses.