Financial Solutions Advisor: Client Growth & Planning

Bank of America; Ponte Vedra Beach (FL); On-site; USD 85,000 - 130,000; Full time

Job summary

Bank of America is seeking a licensed financial professional to deliver comprehensive advice and customized financial solutions, helping clients achieve their goals through brokerage and banking products. The role involves triaging client leads, making referrals, building financial plans, and pursuing required licenses and training.

Compliance with SAFE Act and applicable regulations is mandatory. Strong relationship management, proactive client advocacy, and the ability to work in a fast-paced

Qualifications

• Required: Series 7 & 66 (63/65 in lieu of 66) and 3+ years in financial services/sales with investments knowledge.
• Strong relationship management knowledge and client advocacy.
• Ability to manage time, set goals, and work in a fast-paced environment.

Responsibilities

• Plan clients' short- and long-term financial goals with brokerage products (stocks, bonds, mutual funds, annuities) and banking solutions.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and refers to internal service providers based on needs and assets.
• Mitigate and control risk as part of daily activities.
• Identify new clients through referrals or existing clientele.
• Coach and provide feedback to referral partners.

Skills

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Causation Analysis

Client Management

Policies, Procedures, and Guidelines

Risk Management

Written Communications

Education

Bachelor’s degree, preferably in business-related field

Job description

Bank of America is seeking a licensed financial professional to deliver comprehensive advice and customized financial solutions, helping clients achieve their goals through brokerage and banking products. The role involves triaging client leads, making referrals, building financial plans, and pursuing required licenses and training.

Compliance with SAFE Act and applicable regulations is mandatory. Strong relationship management, proactive client advocacy, and the ability to work in a fast-paced