Client-Focused Financial Solutions Advisor

Bank of America; Williamsburg (VA); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America is seeking a client-focused financial advisor to help clients achieve their financial goals by building tailored plans and recommending brokerage products. The role includes triaging client leads, driving referrals to partners, and advising on banking and investment strategies, with licensing and ongoing training required.

The position may involve residential mortgage work under SAFE Act rules; candidates should be comfortable with regulatory due diligence and a fast-paced

Qualifications

• Minimum education requirement: High School Diploma / GED / Secondary School or equivalent
• Licenses: Series 7 and 66 (or 63 and 65) required
• Experience: 1+ year in investments and financial services or sales with goals met

Responsibilities

• Plans short- and long-term financial goals with clients, building a financial plan using brokerage products
• Recommends banking and investment strategies aligned with client goals
• Triages client requests and refers to internal partners based on assets
• Mitigates risk in daily activities
• Identifies potential new clients and coaches referral partners

Skills

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Causation Analysis

Client Management

Policies, Procedures, and Guidelines

Risk Management

Written Communications

Education

High School Diploma / GED

Job description

Bank of America is seeking a client-focused financial advisor to help clients achieve their financial goals by building tailored plans and recommending brokerage products. The role includes triaging client leads, driving referrals to partners, and advising on banking and investment strategies, with licensing and ongoing training required.

The position may involve residential mortgage work under SAFE Act rules; candidates should be comfortable with regulatory due diligence and a fast-paced