Client-Focused Financial Solutions Advisor

Bank of America; United States; On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Professional development

Job summary

Bank of America is seeking a client-focused financial professional to provide comprehensive advice and customized solutions. You will plan financial goals, recommend brokerage and banking products, and triage client needs with internal partners.

The role involves meeting licensing requirements and potential SAFE Act registration. You will work across multiple financial centers, with startup training and a path to a phone-based capacity as needed.

Qualifications

• License requirements or progression toward required licenses.
• Ability to manage multiple client needs and referrals.
• Strong communication and collaboration skills.

Responsibilities

• Plan short and long-term financial goals with brokerage products.
• Recommend banking and investment strategies aligned to client goals.
• Triages client requests and makes referrals to internal providers.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals.

Skills

Client Experience

Advisory

Investment Management

Portfolio Management

Prospecting

Risk Management

Oral Communications

Executive Presence

Education

High School Diploma

FINRA SIE/Bachelor’s degree (desired)

Job description

Bank of America is seeking a client-focused financial professional to provide comprehensive advice and customized solutions. You will plan financial goals, recommend brokerage and banking products, and triage client needs with internal partners.

The role involves meeting licensing requirements and potential SAFE Act registration. You will work across multiple financial centers, with startup training and a path to a phone-based capacity as needed.