Financial Solutions Advisor: Client Growth & Planning

Bank of America; Hillsboro (IN); On-site; USD 85,000 - 115,000; Full time

Job summary

Bank of America is seeking a financial advisor to provide comprehensive advice and customized solutions helping clients achieve financial goals. The role includes triaging client leads, making referrals to business partners, and meeting with clients to review goals and recommend products. Licensing education and SAFE Act compliance are required.

1st shift in the United States with 40 hours per week. The position emphasizes building relationships, managing risk, and collaborating across teams to

Qualifications

• Aptitude in obtaining required industry licenses.
• Must be self‑disciplined in managing time and capacity.
• Experience in cultivating client relationships, assessing needs and recommending solutions.
• Success creating strong peer relationships through effective communication and collaboration.
• Demonstrates a results‑driven mindset while prioritizing client's interest in a complex, fast‑paced environment.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

Responsibilities

• Plans clients' short and long-term financial goals with brokerage products and banking solutions.
• Recommends banking and investments strategies aligned with client goals.
• Triages client requests and makes referrals to internal service providers based on assets.
• Mitigates and controls risk as part of daily activities.
• Identifies and engages potential new clients through referrals or center clientele.

Skills

Client Experience

Branding

Client Solutions

Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED / Secondary School or equivalent

Tools

-

Job description

Bank of America is seeking a financial advisor to provide comprehensive advice and customized solutions helping clients achieve financial goals. The role includes triaging client leads, making referrals to business partners, and meeting with clients to review goals and recommend products. Licensing education and SAFE Act compliance are required.

1st shift in the United States with 40 hours per week. The position emphasizes building relationships, managing risk, and collaborating across teams to