Client-Focused Financial Solutions Advisor

Bank of America; Jonesboro (AR); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America is seeking a financial advisor-type role to provide tailored financial guidance to clients, plan goals, and coordinate referrals to internal partners. The position emphasizes protecting client interests, building strong relationships, and meeting regulatory requirements including SAFE Act compliance.

The role involves planning with brokerage and banking products, identifying new clients, and maintaining risk controls in a fast-paced environment across multiple locations in the

Qualifications

• Aptitude in obtaining required industry licenses
• Self-discipline in managing time and capacity
• Experience in cultivating client relationships, assessing needs and recommending solutions
• Ability to communicate effectively and collaborate with peers
• Results-driven mindset prioritizing client interests in a complex environment
• Ability to multitask and manage competing priorities
• Willingness to learn and adapt to new technology or applications
• Desirable: FINRA SIE certification
• Bachelor's degree or equivalent plus 1 year of financial services or sales experience

Responsibilities

• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
• Works with clients to plan short and long-term financial goals by building a financial plan with brokerage products
• Recommends banking and investments strategies that align with client goals and needs
• Identifies and engages potential new clients through referrals or financial center clientele
• Mitigates and controls risk as part of daily activities

Skills

Client Experience

Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Portfolio Management

Prospecting

Executive Presence

Oral Communications

Risk Management

Trading

Client Management

Education

High School Diploma / GED

Bachelor's degree

Job description

Bank of America is seeking a financial advisor-type role to provide tailored financial guidance to clients, plan goals, and coordinate referrals to internal partners. The position emphasizes protecting client interests, building strong relationships, and meeting regulatory requirements including SAFE Act compliance.

The role involves planning with brokerage and banking products, identifying new clients, and maintaining risk controls in a fast-paced environment across multiple locations in the