Financial Solutions Advisor: Build Client Wealth & Growth

Bank of America; Kentucky; On-site; USD 39,000 - 47,000; Full time

Job summary

Bank of America is seeking a financial professional to provide comprehensive financial advice, build long-term client relationships, and refer clients to partners based on needs and asset thresholds. The role includes pursuing required licenses and training and may involve residential mortgage loan opportunities under SAFE Act regulations.

The position emphasizes planning, investments, and banking solutions while ensuring regulatory compliance and a customer-centric advisory approach.

Qualifications

• Experience in cultivating client relationships, assessing needs and recommending solutions.
• Bachelor's degree and/or a minimum of one year of financial services industry or sales experience.
• Currently holds FINRA Securities Industry Essentials (SIE) is preferred.

Responsibilities

• Works with clients to plan their financial goals with brokerage products and banking solutions.
• Recommends banking and investments strategies that align with client goals.
• Triages client requests and makes referrals to internal service providers.

Skills

Client experience

Investment management

Portfolio management

Prospecting

Referral management

Client solutions advisory

Executive presence

Oral communications

Education

Bachelor's degree

High School Diploma / GED

FINRA SIE

Job description

Bank of America is seeking a financial professional to provide comprehensive financial advice, build long-term client relationships, and refer clients to partners based on needs and asset thresholds. The role includes pursuing required licenses and training and may involve residential mortgage loan opportunities under SAFE Act regulations.

The position emphasizes planning, investments, and banking solutions while ensuring regulatory compliance and a customer-centric advisory approach.