Client-Focused Financial Solutions Advisor

Bank of America; Mechanicsville (VA); On-site; USD 65,000 - 75,000; Full time

Job summary

Bank of America is seeking a client-focused professional to provide comprehensive financial guidance and customized solutions. You will meet with clients, review goals, and recommend brokerage and banking products to help achieve their financial objectives.

Responsibilities include triaging client leads, making referrals to internal partners, and ensuring regulatory due diligence. Experience in investments and sales, plus active licenses, are preferred for success in this role.

Qualifications

• Minimum of one year of experience in financial services or a sales environment with goals met.
• Series 7 and 66 or equivalents; if missing a series, plan to pass within 60 days.
• Strong ability to build relationships and manage multiple client needs.

Responsibilities

• Plan clients' short and long-term goals by building financial plans with brokerage products and banking solutions.
• Recommend strategies aligned with client financial goals and needs.
• Triages client requests and makes referrals to internal partners based on assets.
• Mitigate risk as part of daily activities and maintain regulatory due diligence.
• Identify potential new clients through referrals or center clientele.

Skills

Client Experience

Branding

Investment Management

Portfolio Management

Prospecting

Relationship Building

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma

Job description

Bank of America is seeking a client-focused professional to provide comprehensive financial guidance and customized solutions. You will meet with clients, review goals, and recommend brokerage and banking products to help achieve their financial objectives.

Responsibilities include triaging client leads, making referrals to internal partners, and ensuring regulatory due diligence. Experience in investments and sales, plus active licenses, are preferred for success in this role.