Client-Focused Financial Solutions Advisor

Bank of America; Town of Easton (WI); On-site; USD 40,000 - 46,000; Full time

Benefits offered by this job

Benefits eligible

Industry-leading benefits

Paid time off

Job summary

Bank of America is expanding its client-advisory team in Easton, Maryland, focusing on delivering customized financial solutions and planning for clients. The role emphasizes triaging leads, partnerships with internal specialists, and reviewing investment goals with clients.

Applicants should have a high school diploma or higher, and preferably a Bachelor’s degree with FINRA SIE, plus experience in financial services or sales.

Qualifications

• Adequate licenses required or pursued (SIE recommended).
• Experience building financial plans with brokerage products and investments.
• Strong interpersonal and sales skills to manage client relationships.

Responsibilities

• Triages client leads and makes referrals to internal partners based on client needs.
• Plans and reviews financial goals with clients and suggests banking and investment strategies.
• Builds financial plans using brokerage products like stocks, bonds, mutual funds, annuities.
• Mitigates risk as part of daily activities and supports regulatory requirements.
• Identifies potential new clients through referrals or existing relationships.

Skills

Client Experience

Branding

Client Solutions

Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer and Client Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor’s degree

FINRA Securities Industry Essentials (SIE)

Job description

Bank of America is expanding its client-advisory team in Easton, Maryland, focusing on delivering customized financial solutions and planning for clients. The role emphasizes triaging leads, partnerships with internal specialists, and reviewing investment goals with clients.

Applicants should have a high school diploma or higher, and preferably a Bachelor’s degree with FINRA SIE, plus experience in financial services or sales.