Financial Solutions Advisor: Build Client Wealth & Planning

Bank of America; Olde West Chester (OH); On-site; USD 65,000 - 95,000; Full time

Job summary

Bank of America is seeking a licensed advisor to deliver comprehensive financial guidance and customized solutions. You will triage client leads, refer to partners, review goals, and build financial plans using brokerage products. You may be involved in residential mortgage loans under SAFE Act requirements.

Role requires Series 7/66 (or 63/65) licenses, at least 1 year in investments or financial services sales, and the ability to work Monday–Friday with rotating Saturdays.

Qualifications

• Currently holds Series 7 and 66 licenses (or the equivalent 63 and 65 in lieu of 66).
• Minimum of one year of experience in the investments industry and financial services sales.
• Strong relationship-building, communication, and collaboration skills in a fast-paced environment.
• Must be able to work Monday through Friday with rotating Saturdays.

Responsibilities

• Plan clients' short and long-term financial goals by building financial plans with brokerage products.
• Recommend banking and investment strategies aligned with client goals and needs.
• Triages client requests and makes referrals based on asset thresholds.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals or center clientele.
• Provide coaching to referral partners based on client needs and product services.

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, Procedures, and Guidelines

Risk Management

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a licensed advisor to deliver comprehensive financial guidance and customized solutions. You will triage client leads, refer to partners, review goals, and build financial plans using brokerage products. You may be involved in residential mortgage loans under SAFE Act requirements.

Role requires Series 7/66 (or 63/65) licenses, at least 1 year in investments or financial services sales, and the ability to work Monday–Friday with rotating Saturdays.