Financial Solutions Advisor – Client Growth & Investments

Bank of America; United States; On-site; USD 40,000 - 46,000; Full time

Job summary

Bank of America in the United States seeks a client-focused financial professional to provide comprehensive advice and customized solutions, triaging leads, referring to partners, and reviewing goals to recommend products. The role requires completing required licenses and training, with potential mortgage loan responsibilities under SAFE Act rules.

We value relationship-building, disciplined time management, and the ability to work in a fast-paced environment while prioritizing client interests.

Qualifications

• Required licenses and licenses training must be completed.
• FINRA SIE and other regulatory licenses may be required.
• Strong client relationship and advisory skills are essential.

Responsibilities

• Plan financial goals with clients using brokerage products and banking solutions.
• Recommend banking and investment strategies aligned to client goals.
• Triages client requests and routes to internal service providers based on needs and assets.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals or existing relationships.

Skills

Client Experience

Branding

Client Solutions

Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer and Client Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED

Job description

Bank of America in the United States seeks a client-focused financial professional to provide comprehensive advice and customized solutions, triaging leads, referring to partners, and reviewing goals to recommend products. The role requires completing required licenses and training, with potential mortgage loan responsibilities under SAFE Act rules.

We value relationship-building, disciplined time management, and the ability to work in a fast-paced environment while prioritizing client interests.