Client-Focused Financial Solutions Advisor

Bank of America; New York (NY); On-site; USD 40,000 - 47,000; Full time

Job summary

Bank of America is seeking a Financial Advisor to provide comprehensive financial guidance and customized solutions to clients. You will triage leads, refer to business partners, and meet with clients to review goals and recommend products, while pursuing required licenses and SAFE Act registration for mortgage loans.

The role emphasizes building client relationships, advising on banking and investment strategies, and managing risk in a dynamic environment; open to market-wide placement with

Qualifications

• Aptitude in obtaining required industry licenses.
• Experience in cultivating client relationships and assessing needs.
• Ability to manage time and multiple tasks in a fast-paced environment.

Responsibilities

• Triages client leads and makes referrals to internal partners.
• Reviews financial and investment goals with clients and recommends products.
• Plans client financial goals using brokerage and banking solutions.
• Identifies new clients through referrals or center clientele.

Skills

Aptitude for client advisory

Finance product knowledge

Interpersonal communication

Time management

Sales skills

Regulatory knowledge

Education

Bachelor's degree

High School Diploma / GED

Tools

CRM software

FINRA compliance systems

Job description

Bank of America is seeking a Financial Advisor to provide comprehensive financial guidance and customized solutions to clients. You will triage leads, refer to business partners, and meet with clients to review goals and recommend products, while pursuing required licenses and SAFE Act registration for mortgage loans.

The role emphasizes building client relationships, advising on banking and investment strategies, and managing risk in a dynamic environment; open to market-wide placement with