Financial Solutions Advisor - Client-Centric Wealth Growth

Bank of America; Kentucky; On-site; USD 40,000 - 47,000; Full time

Job summary

Bank of America is hiring a financial advisor in the United States to help clients reach their goals through tailored solutions and a broad range of brokerage, banking and investment products.

You will triage client leads, refer to partners based on needs and asset thresholds, meet with clients to review goals and licenses, and participate in SAFE Act compliance where applicable. The role emphasizes in-office collaboration and career development.

Qualifications

• High School Diploma / GED / Secondary School or equivalent.
• Aptitude for obtaining required industry licenses.
• Experience in cultivating client relationships and suggesting solutions.

Responsibilities

• Plan clients' short- and long-term financial goals with brokerage products.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and referrals based on needs and assets.
• Identify and engage potential new clients via referrals.

Skills

Client relations

Investment Management

Portfolio Management

Referral Management

Client Management

Executive Presence

Oral Communications

Risk Management

Trading

Prospecting

Education

High School Diploma / GED

Job description

Bank of America is hiring a financial advisor in the United States to help clients reach their goals through tailored solutions and a broad range of brokerage, banking and investment products.

You will triage client leads, refer to partners based on needs and asset thresholds, meet with clients to review goals and licenses, and participate in SAFE Act compliance where applicable. The role emphasizes in-office collaboration and career development.