Client-Focused Financial Solutions Advisor

Bank of America; New York (NY); On-site; USD 60,000 - 70,000; Full time

Job summary

Bank of America is seeking a financial services professional to advise clients on their financial goals and investment options. You will triage leads, refer to business partners based on client needs, and review goals with clients to tailor product recommendations.

This role requires completing licenses and training, and may involve residential mortgage loan guidance with SAFE Act registration requirements. Join a team focused on responsible growth and client service.

Qualifications

• Aptitude in obtaining required industry licenses.
• Self‑disciplined in managing time and capacity.
• Experience in cultivating client relationships, assessing needs and recommending solutions.
• Demonstrates a results‑driven mindset in a fast‑paced environment.
• Learns and adapts to new technology or applications.

Responsibilities

• Works with clients to plan short and long‑term financial goals with brokerage products and banking solutions.
• Recommends banking and investments strategies aligned with client goals.
• Triages client requests and makes referrals to internal service providers; mitigates risk daily.
• Identifies and engages potential new clients through referrals or center clientele.

Skills

Client relationships

Time management

Communication

Sales experience

Financial planning

Licensing aptitude

Education

High School Diploma

Job description

Bank of America is seeking a financial services professional to advise clients on their financial goals and investment options. You will triage leads, refer to business partners based on client needs, and review goals with clients to tailor product recommendations.

This role requires completing licenses and training, and may involve residential mortgage loan guidance with SAFE Act registration requirements. Join a team focused on responsible growth and client service.