Financial Solutions Advisor - Build Client Financial Plans

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

Job summary

Bank of America seeks a client-focused financial professional to deliver comprehensive advice and customized solutions that help clients reach their financial goals. The role includes triaging leads, making referrals, and reviewing plans with clients to align with asset thresholds and regulatory requirements.

Responsibilities include building financial plans using brokerage products, recommending strategies, and ensuring SAFE Act registrations are maintained as part of daily activities.

Qualifications

• Licensed or pursuing required securities registrations (Series 7/66 or 63/65) per regulatory standards.
• Experience in investments and financial services sales with goal achievement.
• Strong relationship-building and client engagement skills.

Responsibilities

• Plan client financial goals and build plans using brokerage products.
• Refer clients to appropriate internal service providers by need and asset levels.
• Meet with clients to review financial and investment goals and adjust plans accordingly.
• Provide coaching to referral partners and manage regulatory due diligence.
• Deliver compliant guidance in line with SAFE Act requirements and registrations.

Skills

Account Management

Advisory

Client Experience Branding

Customer Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Causation Analysis

Client Management

Policies & Guidelines

Risk Management

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America seeks a client-focused financial professional to deliver comprehensive advice and customized solutions that help clients reach their financial goals. The role includes triaging leads, making referrals, and reviewing plans with clients to align with asset thresholds and regulatory requirements.

Responsibilities include building financial plans using brokerage products, recommending strategies, and ensuring SAFE Act registrations are maintained as part of daily activities.