Client-Focused Financial Solutions Advisor

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

Benefits offered by this job

Benefits eligible

Paid time off

Industry-leading benefits

Job summary

Bank of America in the United States seeks a financial advisor to provide comprehensive advice and tailored solutions. You will triage client leads, refer to partners, and review goals with clients to recommend banking and investment products.

The role requires licenses, strong relationship-building, and a client-first mindset in a fast-paced environment. In-office presence is required with some flexibility based on role.

Qualifications

• Aptitude in obtaining required industry licenses.
• Bachelor’s degree or equivalent.
• Familiarity with FINRA licensing targeted by role.
• Ability to manage time and prioritize client needs.
• Experience building client relationships and cross-selling.

Responsibilities

• Triages client leads and refers to business partners based on needs and asset thresholds.
• Advises clients to plan financial goals using brokerage and banking products.
• Meets with clients to review goals and recommend products.
• Identifies new clients through referrals and existing centers of influence.

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

Bachelor’s degree

Tools

FINRA SIE

Job description

Bank of America in the United States seeks a financial advisor to provide comprehensive advice and tailored solutions. You will triage client leads, refer to partners, and review goals with clients to recommend banking and investment products.

The role requires licenses, strong relationship-building, and a client-first mindset in a fast-paced environment. In-office presence is required with some flexibility based on role.