Client-Focused Financial Solutions Advisor I

Bank of America; Durham (CA); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America is seeking a financial advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. You will triage leads, refer to partners, and meet with clients to review goals and recommend products.

The role requires licensing and ongoing training, with SAFE Act registration obligations. Responsibilities include building financial plans with brokerage products, expanding client relationships, and referring clients to internal service

Qualifications

• Minimum requirements include a High School Diploma or equivalent.
• Series 7 and 66 licenses required; alternative pathway with 63/65 if 66 not held.
• 1+ year in financial services or sales with target achievement.
• Strong relationship-building and communication skills.
• Regulatory due diligence and SAFE Act compliance are essential.

Responsibilities

• Plan clients' short- and long-term financial goals using brokerage products and banking/wealth solutions.
• Recommend banking and investments strategies aligned with client goals.
• Triages client requests and referrals to internal service providers based on assets.
• Mitigate and manage risk as part of daily activities.
• Identify and engage potential new clients through referrals or existing clientele.

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a financial advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. You will triage leads, refer to partners, and meet with clients to review goals and recommend products.

The role requires licensing and ongoing training, with SAFE Act registration obligations. Responsibilities include building financial plans with brokerage products, expanding client relationships, and referring clients to internal service