Financial Solutions Advisor — Client Investment & Planning

Bank of America; New Canaan (CT); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America is seeking a financial professional to provide comprehensive advice and tailored solutions to clients, triaging leads, and coordinating with internal partners to meet asset thresholds and goals.

You will meet clients to review financial and investment objectives, recommend products, and pursue required licenses and trainings. The role involves SAFE Act registration and adherence to risk controls in a fast-paced, in-office banking environment.

Qualifications

• Obtain required industry licenses (e.g., SIE) as needed.
• Experience in cultivating client relationships and assessing needs.
• Ability to manage multiple tasks in a fast-paced environment.
• Strong communication and collaboration skills.
• Demonstrates a results-driven mindset while prioritizing client interests.

Responsibilities

• Plan client financial goals and build brokerage and banking solutions.
• Recommend banking and investment strategies aligned with client needs.
• Triages client requests and refers to appropriate internal service providers.
• Identify and engage potential new clients through referrals and existing clientele.

Skills

Client relationships

Time management

Communication

Sales mindset

Collaboration

Risk management

Multi-tasking

Adaptability

Education

Bachelor’s degree

FINRA SIE (preferred)

Tools

SAFE Act compliance

Job description

Bank of America is seeking a financial professional to provide comprehensive advice and tailored solutions to clients, triaging leads, and coordinating with internal partners to meet asset thresholds and goals.

You will meet clients to review financial and investment objectives, recommend products, and pursue required licenses and trainings. The role involves SAFE Act registration and adherence to risk controls in a fast-paced, in-office banking environment.