Financial Solutions Advisor - Client Growth & Planning

Bank of America; Raleigh (NC); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America is hiring a sales-focused financial services professional to help clients achieve their financial goals. The role emphasizes licensing development, client advisory, and collaboration with banking and investment partners to deliver comprehensive solutions.

You will engage with diverse clients, build long-term relationships, and grow a personal book of business within an in-office culture that supports collaboration and career development.

Qualifications

• Requires ability to obtain required industry licenses.
• Must be self-disciplined in managing time and capacity.
• Experience cultivating client relationships and identifying needs.
• Proven ability to build peer relationships through collaboration.
• Results-driven mindset with client interests in mind.
• Ability to handle multiple tasks in a fast-paced environment.
• Willingness to learn and adapt to new technology.

Responsibilities

• Provide end-to-end client advice and reviews with confidence.
• Collaborate with banking and investment partners to meet client needs.
• Identify client goals and recommend appropriate solutions.
• Build and maintain a strong network with clients and colleagues.

Skills

Client Experience

Solution Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Oral Communications

Risk Management

Trading

Business Acumen

Executive Presence

Customer Focus

Education

High School Diploma or GED

SIE Certification

Bachelor's degree / 1 year financial services experience

Job description

Bank of America is hiring a sales-focused financial services professional to help clients achieve their financial goals. The role emphasizes licensing development, client advisory, and collaboration with banking and investment partners to deliver comprehensive solutions.

You will engage with diverse clients, build long-term relationships, and grow a personal book of business within an in-office culture that supports collaboration and career development.