Client‑Focused Financial Solutions Advisor

Bank of America; United States; On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Pay transparency

Benefits eligible

Incentive plan

Job summary

Bank of America is seeking a client-facing advisor to help clients meet financial goals through brokerage products and personalized planning. You will triage leads, refer to partners, and build financial plans with stocks, bonds, and funds in a fast-paced banking center.

The role requires securities licenses, customer relationship skills, and the ability to thrive in a sales‑oriented environment with weekly hours, Monday–Friday and rotating Saturdays.

Qualifications

• Currently holds Series 7 and 66 (or the equivalent 63 and 65 in lieu of 66) licenses.
• Minimum of one year in investments and financial services sales.
• Strong relationship-building and client engagement skills.
• Ability to plan and review financial goals with clients.

Responsibilities

• Plans clients' short and long-term financial goals by building a financial plan with brokerage products.
• Recommends banking and investments strategies aligned with client goals and needs.
• Triages client requests and referrals to internal service providers based on needs and assets.
• Mitigates and controls risk as part of daily activities.
• Identifies potential new clients through referrals or branch clientele.
• Provides coaching to referral partners based on client needs and potential products.

Skills

Relationship Building

Communication

Time Management

Attention to Detail

Risk Management

Client Advisory

Sales Skills

Education

High School Diploma / GED

Job description

Bank of America is seeking a client-facing advisor to help clients meet financial goals through brokerage products and personalized planning. You will triage leads, refer to partners, and build financial plans with stocks, bonds, and funds in a fast-paced banking center.

The role requires securities licenses, customer relationship skills, and the ability to thrive in a sales‑oriented environment with weekly hours, Monday–Friday and rotating Saturdays.