Client-Focused Financial Solutions Advisor

Bank of America; Greenville (NC); On-site; USD 65,000 - 90,000; Full time

Job summary

Bank of America in the United States is seeking a financial professional to deliver comprehensive advice and customized solutions, triage client leads, and collaborate with partners to meet client goals. You will review financial and investment plans, recommend suitable products, and expand knowledge through required licenses and trainings.

The role emphasizes building long-term client relationships, managing risk, and growing a client base via referrals and strong service.

Qualifications

• Requires Series 7 and 66 licenses (or 63/65 in lieu of 66) or ability to obtain missing license within 60 days.
• Minimum 1 year in financial services or sales with goals achieved.
• Ability to build and nurture strong client relationships and collaborate effectively.
• Desirable CFP/CRPC designations and insurance licenses.

Responsibilities

• Triages client leads and refers to internal partners based on client needs and asset thresholds.
• Provides comprehensive financial planning using brokerage products (stocks, bonds, mutual funds, annuities).
• Recommends banking and investment strategies aligned with client goals.
• Reviews financial and investment goals with clients and updates plans accordingly.
• Mitigates risk and identifies potential new clients through referrals or center clientele.

Skills

Client Experience

Client Solutions

Investment Management

Pipeline Management

Referral Management

Client Management

Customer Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED

Job description

Bank of America in the United States is seeking a financial professional to deliver comprehensive advice and customized solutions, triage client leads, and collaborate with partners to meet client goals. You will review financial and investment plans, recommend suitable products, and expand knowledge through required licenses and trainings.

The role emphasizes building long-term client relationships, managing risk, and growing a client base via referrals and strong service.