Financial Solutions Advisor — Build Wealth & Guide Clients

Bank of America; Cincinnati (OH); On-site; USD 65,000 - 90,000; Full time

Job summary

Bank of America in the United States is seeking a financial advisor to provide comprehensive advice and customized solutions helping clients reach their financial goals. You will triage client leads, refer to partners based on needs and asset thresholds, and meet with clients to review goals and recommend products.

This role emphasizes obtaining licenses, building client relationships, and a client-first mindset in a fast-paced environment, with potential mortgage-related responsibilities and

Qualifications

• Must pursue required industry licenses.
• Experience cultivating client relationships and assessing needs.
• Ability to work in a fast-paced environment and manage multiple tasks.

Responsibilities

• Works with clients to plan short and long-term financial goals using brokerage products and banking solutions.
• Recommends banking and investment strategies that align with client goals.
• Triages client requests and refers to internal service providers based on needs and assets.
• Mitigates and controls risk as part of daily activities.
• Identifies potential new clients through referrals or center clientele.

Skills

Client Experience

Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Oral Communications

Risk Management

Education

High School Diploma or GED

Job description

Bank of America in the United States is seeking a financial advisor to provide comprehensive advice and customized solutions helping clients reach their financial goals. You will triage client leads, refer to partners based on needs and asset thresholds, and meet with clients to review goals and recommend products.

This role emphasizes obtaining licenses, building client relationships, and a client-first mindset in a fast-paced environment, with potential mortgage-related responsibilities and