Client-Centered Financial Solutions Advisor

Bank of America; Providence (RI); On-site; USD 75,000 - 85,000; Full time

Benefits offered by this job

Incentive plan

Benefits package

Job summary

Bank of America is seeking a financial advisor to provide comprehensive advice and customized solutions to clients to help them achieve financial goals through brokerage products, banking and money managed solutions. The role includes triaging client leads, referrals to partners, meeting with clients to review goals, building financial plans, and recommending products.

The position requires completing licenses/training and SAFE Act compliance.

Qualifications

• Requires Series 7 & 66 licenses (or 63/65 with plan to pass 66 within 60 days)
• 3+ years in financial services or sales with goals met or exceeded
• Investment product knowledge and client advisory experience
• Regulatory due diligence and SAFE Act compliance

Responsibilities

• Plan clients' short- and long-term financial goals using brokerage products.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and referrals to internal service providers based on assets.
• Mitigate and manage risk in daily activities.
• Identify and engage potential new clients through referrals or existing centers of influence.
• Provide coaching to referral partners based on client needs.

Skills

Account Management

Advisory

Client Experience

Oral Communications

Active Listening

Attention to Detail

Risk Management

Pipeline Management

Client Management

Education

Bachelor's degree

Job description

Bank of America is seeking a financial advisor to provide comprehensive advice and customized solutions to clients to help them achieve financial goals through brokerage products, banking and money managed solutions. The role includes triaging client leads, referrals to partners, meeting with clients to review goals, building financial plans, and recommending products.

The position requires completing licenses/training and SAFE Act compliance.