Client-Focused Financial Solutions Advisor

Bank of America; Bronx (ID); On-site; USD 40,000 - 47,000; Full time

Benefits offered by this job

Benefits eligible

Paid time off

Job summary

Bank of America in Bronx, NY seeks a Financial Consultant to guide clients toward their financial goals using brokerage products and tailored solutions. You will triage needs, refer to internal partners, and review goals with clients to recommend strategies.

Licensing and training are required, with SAFE Act considerations where applicable. The role emphasizes building relationships, meeting sales and service targets, and managing risk in a fast‑paced environment within an in‑office,

Qualifications

• Aptitude in obtaining required industry licenses.
• Must be self‑disciplined in managing time and capacity.
• Experience in cultivating client relationships, assessing needs and recommending solutions.
• Demonstrates a results‑driven mindset while prioritizing client’s interest in a complex, fast‑paced environment.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

Responsibilities

• Works with clients to plan their short and long‑term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds<br/>Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center clientele

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer and Client Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor’s degree

Job description

Bank of America in Bronx, NY seeks a Financial Consultant to guide clients toward their financial goals using brokerage products and tailored solutions. You will triage needs, refer to internal partners, and review goals with clients to recommend strategies.

Licensing and training are required, with SAFE Act considerations where applicable. The role emphasizes building relationships, meeting sales and service targets, and managing risk in a fast‑paced environment within an in‑office,