Financial Solutions Advisor: Build Wealth & Plans

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

Job summary

Bank of America is seeking a licensed financial professional to provide comprehensive advice and customized solutions to clients to help them achieve their financial goals. The role includes triaging client leads, referring to business partners, meeting with clients to review goals, and building a financial plan with brokerage products.

Applicants must pursue required licenses, register with the SAFE Act, and complete the background checks.

Qualifications

• Minimum Education Requirement: High School Diploma/GED or equivalent.
• Licensing: current Series 7 & 66 (or 63/65 with plan to obtain 66).
• Regulatory: SAFE Act registration and background checks.

Responsibilities

• Plans clients' short and long-term financial goals by building a financial plan with brokerage products.
• Recommends banking and investments strategies that align with client goals and needs.
• Triages client requests and makes referrals to internal service providers based on asset thresholds.
• Mitigates and controls risk as part of daily activities.
• Identifies and engages potential new clients through referrals or financial center clientele.
• Provides coaching and feedback 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 financial professional to provide comprehensive advice and customized solutions to clients to help them achieve their financial goals. The role includes triaging client leads, referring to business partners, meeting with clients to review goals, and building a financial plan with brokerage products.

Applicants must pursue required licenses, register with the SAFE Act, and complete the background checks.