Client-Focused Financial Advisor

Bank of America; North Kingstown (RI); On-site; USD 40,000 - 46,000; Full time

Job summary

Bank of America in the United States seeks a Financial Advisor to help clients reach financial goals by offering personalized advice and solutions. The role includes triaging client leads, referring to partners, and reviewing goals with clients.

Candidates should pursue required licenses, build relationships, and deliver investment and banking guidance. This position supports in-office collaboration, with flexibility based on role and business needs, and offers benefits if eligible.

Qualifications

• Ability to obtain required industry licenses.
• Strong time management and capacity discipline.
• Experience in cultivating client relationships and solutions.
• Effective communication and collaboration skills.
• Results-driven mindset prioritizing clients in fast-paced settings.
• Ability to manage multiple tasks simultaneously.
• Willingness to learn new technology or applications.

Responsibilities

• Develop financial plans using brokerage and banking products.
• Recommend banking and investment strategies aligned with goals.
• Triages requests and referrals to internal partners; manage risk.
• Identify and engage potential new clients.

Skills

Licensing aptitude

Time management

Client relationships

Communication

Results-driven

Multitasking

Tech aptitude

Education

High School Diploma

Bachelor's degree

Job description

Bank of America in the United States seeks a Financial Advisor to help clients reach financial goals by offering personalized advice and solutions. The role includes triaging client leads, referring to partners, and reviewing goals with clients.

Candidates should pursue required licenses, build relationships, and deliver investment and banking guidance. This position supports in-office collaboration, with flexibility based on role and business needs, and offers benefits if eligible.