Client Solutions Advisor – Investments & Financial Planning

ghr; West Chester (Chester County); On-site; USD 85,000 - 120,000; Full time

Job summary

Bank of America is seeking a Financial Advisor to provide comprehensive financial guidance and customized solutions. You will triage client leads, refer to internal specialists, and review goals with clients to tailor investment and banking strategies.

Role requires active series licenses (7 and 66, or 63/65), strong relationship skills, and the ability to manage multiple client needs in a fast-paced environment. This full-time position is based in the United States.

Qualifications

• Requires Series 7 and 66 licenses; 63 or 65 acceptable with condition.
• At least 1 year in financial services or a sales environment with targets met.
• Ability to build relationships and manage client expectations.
• Strong communication and time-management skills.
• Familiarity with regulatory due diligence.

Responsibilities

• Plan clients' short and long-term financial goals with brokerage products.
• Recommend banking and investment strategies aligned to client goals.
• Triages client requests and referrals to internal partners based on needs and assets.
• Mitigate and control risk in daily activities.
• Identify and engage new clients via referrals or existing clientele.

Skills

Client Management

Relationship Building

Communication

Time Management

Sales Experience

Financial Planning

Prospecting

Regulatory Awareness

Risk Management

Cross-functional Collaboration

Education

High School Diploma / GED

Tools

Series 7

Series 66

63 or 65 alternative

Job description

Bank of America is seeking a Financial Advisor to provide comprehensive financial guidance and customized solutions. You will triage client leads, refer to internal specialists, and review goals with clients to tailor investment and banking strategies.

Role requires active series licenses (7 and 66, or 63/65), strong relationship skills, and the ability to manage multiple client needs in a fast-paced environment. This full-time position is based in the United States.