Client-Focused Financial Solutions Advisor

Bank of America; Greenville (SC); On-site; USD 60,000 - 110,000; Full time

Job summary

Bank of America is seeking a client-focused financial professional to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. You will triage leads, refer to business partners, meet with clients to review goals and recommend products, and pursue required licenses and trainings.

Responsibilities include building financial plans with brokerage products, suggesting banking and investment strategies, triaging requests, and identifying new clients.

Qualifications

• Must obtain required industry licenses and registrations.
• Self-disciplined with strong time management and capacity.
• Experience cultivating client relationships and assessing needs.
• Ability to communicate effectively and collaborate with peers.
• Demonstrates a results-driven mindset while prioritizing client interests.
• Able to manage multiple tasks in a fast-paced environment.
• Willingness to learn new technology or applications.

Responsibilities

• Plan short and long-term financial goals with brokerage products and banking solutions.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and makes referrals to internal partners; manage risk.
• Identify and engage potential new clients through referrals or existing clientele.

Skills

Client Experience

Investment Management

Portfolio Management

Relationship Building

Oral Communications

Risk Management

Financial Planning

Client Referrals

Education

High School Diploma

Bachelor’s degree

FINRA SIE (desirable)

Job description

Bank of America is seeking a client-focused financial professional to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. You will triage leads, refer to business partners, meet with clients to review goals and recommend products, and pursue required licenses and trainings.

Responsibilities include building financial plans with brokerage products, suggesting banking and investment strategies, triaging requests, and identifying new clients.