Financial Solutions Advisor - Client Growth & Planning

Bank of America; California (MO); On-site; USD 70,000 - 80,000; Full time

Job summary

Bank of America is seeking a client‑facing financial professional to plan and execute financial strategies using brokerage products and banking services. You will align investment options with client goals while ensuring regulatory requirements are met.

A Securities license, strong relationships, and sales experience are essential. The role involves a 40‑hour work week, in‑office collaboration, and opportunities for growth within a leading financial institution.

Qualifications

• Holds required securities licenses (Series 7 & 66 or 63/65 in lieu).
• 1+ year experience in investments or financial services.
• Sales background with goal attainment and client-facing experience.

Responsibilities

• Work with clients to plan short and long‑term financial goals using brokerage products.
• Recommend banking and investment strategies aligned with client needs.
• Triage client requests and refer to internal service providers as appropriate.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals or clientele.
• Provide coaching to referral partners based on client needs.

Skills

Series 7 & 66 licenses

Investment products knowledge

Sales experience

Client relationship management

Regulatory compliance

Communication skills

Time management

Education

High School Diploma / GED

Job description

Bank of America is seeking a client‑facing financial professional to plan and execute financial strategies using brokerage products and banking services. You will align investment options with client goals while ensuring regulatory requirements are met.

A Securities license, strong relationships, and sales experience are essential. The role involves a 40‑hour work week, in‑office collaboration, and opportunities for growth within a leading financial institution.