Financial Planning & Investment Advisor

Bank of America; North Providence (RI); On-site; USD 40,000 - 46,000; Full time

Benefits offered by this job

Benefits eligible

Industry-leading benefits

Job summary

Bank of America in North Providence, RI seeks a client-focused professional to triage leads, review financial goals with clients, and recommend brokerage and banking solutions. The role emphasizes building relationships, assessing needs, and working with internal partners to deliver tailored advice.

Applicants should have a high school diploma, strong time management and communication skills, and the ability to adapt quickly in a dynamic environment while complying with regulatory requirements.

Qualifications

• Aptitude in obtaining required industry licenses.
• Self-discipline in managing time and capacity.
• Experience in cultivating client relationships and assessing needs.
• Strong communication and collaboration skills.
• Results-driven mindset in a fast-paced environment.
• Learns and adapts to new technology or applications.

Responsibilities

• Triages client leads and refers to appropriate partners based on needs and assets.
• Meets with clients to review financial and investment goals and recommends products.
• Plans financial goals using brokerage and banking solutions.
• Mitigates and controls risk as part of daily activities.
• Identifies new clients through referrals or existing clientele.

Skills

Time management

Client relationships

Communication

Adaptability

Multi-tasking

Technology usage

Education

High School Diploma

Job description

Bank of America in North Providence, RI seeks a client-focused professional to triage leads, review financial goals with clients, and recommend brokerage and banking solutions. The role emphasizes building relationships, assessing needs, and working with internal partners to deliver tailored advice.

Applicants should have a high school diploma, strong time management and communication skills, and the ability to adapt quickly in a dynamic environment while complying with regulatory requirements.