Client-Focused Financial Solutions Advisor

Bank of America; Georgia; On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Benefits eligible

Incentives program

Job summary

Bank of America in the United States is seeking a financial advisor to provide comprehensive advice and customized solutions to clients, helping them reach their financial goals through brokerage products and financial planning.

You will triage leads, collaborate with business partners, and meet with clients to review financial goals while building a robust financial plan. The role requires Series 7 and 66 licenses and at least one year in investments, with a sales-driven mindset.

Qualifications

• Currently holds Series 7 and 66 licenses (or the equivalent 63 and 65).
• Minimum of one year of experience in the investments industry with knowledge of investment products and services.
• Minimum of one year in financial services or sales with-goals met or exceeded.

Responsibilities

• Works with clients to plan short and long-term financial goals by building a financial plan with brokerage products.
• Recommends banking and investment strategies that align with client goals and needs.
• Triages client requests and makes referrals to internal service providers based on needs and assets.
• Mitigates and controls risk as part of daily activities.
• Identifies and engages potential new clients through referrals or financial center clientele.
• Provides coaching and feedback to referral partners based on client needs and product services.

Skills

Account Management

Advisory

Client Experience

Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Causation Analysis

Client Management

Policies, Procedures, and Guidelines

Risk Management

Written Communications

Education

High School Diploma / GED

Job description

Bank of America in the United States is seeking a financial advisor to provide comprehensive advice and customized solutions to clients, helping them reach their financial goals through brokerage products and financial planning.

You will triage leads, collaborate with business partners, and meet with clients to review financial goals while building a robust financial plan. The role requires Series 7 and 66 licenses and at least one year in investments, with a sales-driven mindset.