Financial Solutions Advisor - Client-Focused Investment Planner

Bank of America; Wakefield (RI); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Job summary

Bank of America in Wakefield, RI seeks a Client Advisor to provide comprehensive financial advice and customized solutions, reviewing goals and recommending products. The role involves licensing requirements and SAFE Act considerations, with in‑office collaboration and flexible role expectations.

Responsibilities include building financial plans, triaging requests, and referring clients to partners. Strong communication and relationship skills are essential for success in a fast paced

Qualifications

• Aptitude in obtaining required industry licenses
• Self‑discipline in managing time and capacity
• Experience cultivating client relationships, assessing needs and recommending solutions
• Strong communication and collaboration
• Results‑driven mindset in a fast‑paced environment
• Ability to multitask
• Willingness to learn new technology or applications
• Desirable FINRA SIE certification
• Bachelor's degree or 1 year financial services/sales experience

Responsibilities

• Plan clients' short and long‑term financial goals with brokerage products (stocks, bonds, mutual funds, annuities)
• Recommend banking and investments strategies aligned with client goals
• Triages client requests and refers to internal partners based on needs and asset thresholds
• Identify and engage potential new clients through referrals or existing clientele

Skills

Client relationships

Time management

Sales experience

Communication

Risk management

Trading

Executive presence

Referral management

Education

High School Diploma / GED / Equivalent

Job description

Bank of America in Wakefield, RI seeks a Client Advisor to provide comprehensive financial advice and customized solutions, reviewing goals and recommending products. The role involves licensing requirements and SAFE Act considerations, with in‑office collaboration and flexible role expectations.

Responsibilities include building financial plans, triaging requests, and referring clients to partners. Strong communication and relationship skills are essential for success in a fast paced