Financial Solutions Advisor: Client Planning & Growth

Bank of America; Dayton (KY); On-site; USD 65,000 - 90,000; Full time

Job summary

Bank of America is hiring to provide comprehensive financial advice and tailored solutions to clients, helping them meet goals. You will triage leads, refer to partners by asset thresholds, and review financial plans with clients, including brokerage products. Training and licenses are required.

The position involves working in a controlled, in-office environment with a focus on responsible growth and client service, potentially across multiple financial center locations.

Qualifications

• This role requires Series 7 and 66 (or 63 and 65 in lieu).
• Minimum one year in investments or financial services with sales exposure.
• Strong relationship-building and ability to meet goals in a fast-paced environment.

Responsibilities

• Develop financial plans and recommend brokerage products to clients.
• Triages client requests and refers to internal partners by need.
• Builds and reviews goals, plans, and investment strategies with clients.
• Mitigates risk as part of daily activities.
• Engages potential new clients through referrals or center activity.
• Provides coaching to referral partners on client needs and solutions.

Skills

Account Management

Advisory

Client Experience

Customer Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions

Issue Management

Pipeline Management

Risk Management

Written Communications

Cross-functional Collaboration

Regulatory Understanding

Time Management

Education

High School Diploma

Job description

Bank of America is hiring to provide comprehensive financial advice and tailored solutions to clients, helping them meet goals. You will triage leads, refer to partners by asset thresholds, and review financial plans with clients, including brokerage products. Training and licenses are required.

The position involves working in a controlled, in-office environment with a focus on responsible growth and client service, potentially across multiple financial center locations.