Client-Focused Financial Solutions Advisor

Bank of America; Columbus (OH); On-site; USD 40,000 - 46,000; Full time

Job summary

Bank of America is seeking a client-focused advisor to help clients meet financial goals through brokerage and banking solutions. You will assist with planning, product recommendations, and referrals while building trusted relationships.

The role emphasizes compliance with licenses, ongoing training, and a strong service mindset in a fast-paced environment. Travel to financial centers may be required.

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
• Success creating strong peer relationships through effective communication and collaboration
• 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
• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
• High School Diploma / GED / Secondary School or equivalent

Responsibilities

• Plan client financial goals by building a plan with brokerage products and banking solutions
• Recommend banking and investments strategies aligned to client goals
• Triages client requests and refers to internal service providers while mitigating risk
• Identify and engage potential new clients through referrals or 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 and/or a minimum of one year of financial services industry or sales experience

Job description

Bank of America is seeking a client-focused advisor to help clients meet financial goals through brokerage and banking solutions. You will assist with planning, product recommendations, and referrals while building trusted relationships.

The role emphasizes compliance with licenses, ongoing training, and a strong service mindset in a fast-paced environment. Travel to financial centers may be required.