Client Solutions Advisor: Financial Planning & Investments

Bank of America

Rogers (AR)

On-site

USD 65,000 - 90,000

Full time

14 days+

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Job summary

Bank of America seeks an experienced client solutions advisor to help clients reach financial goals through comprehensive planning and tailored investment strategies. The role involves triaging leads, referrals to banking partners, and meeting with clients to review goals and recommend products, with licensing and SAFE Act compliance requirements.

The position emphasizes building trusted client relationships, delivering tailored financial plans, and collaborating with banking and investment

Qualifications

Requires aptitude for obtaining required industry licenses.
Demonstrates self-discipline in time and capacity management.
Experience cultivating client relationships, assessing needs and recommending solutions.
Proven ability to build peer relationships through communication and collaboration.
Ability to manage multiple tasks in a fast-paced environment.
Learns and adapts to new technology or applications.

Responsibilities

Plan short- and long-term financial goals with brokerage products (stocks, bonds, funds, annuities, banking solutions).
Recommend banking and investments strategies aligned with client goals.
Triages client requests and refers to internal service providers based on needs and asset thresholds; mitigates risk.
Identify and engage potential new clients through referrals or center clientele.