Financial Solutions Advisor – Client Planning & Growth

Bank of America Corporation; Rhode Island; In loco; USD 65.000 - 80.000; Tempo pieno

Vantaggi offerti da questo lavoro

Formulaic incentive plan

Industry-leading benefits

Paid time off

Descrizione del lavoro

Bank of America Corporation seeks a client-focused financial professional to guide clients toward their financial goals using brokerage products and banking solutions. You will triage leads, refer to partners, and build comprehensive financial plans while meeting regulatory requirements.

The role requires Series 7 and 66 licenses (or equivalent), with 1+ year in investments and strong relationship skills. Typical in-office schedule with some flexibility.

Competenze

• Requires Series 7 and 66 licenses (or 63/65 in lieu).
• At least 1 year in investments or financial services with sales exposure.
• Proven ability to build relationships and meet goals.
• Strong regulatory due diligence in daily activities.

Mansioni

• Plan clients' short- and long-term financial goals with brokerage products.
• Refer to internal partners based on client needs and assets.
• Meet with clients to review financial and investment goals and build plans.
• Provide coaching to referral partners and manage risk daily.
• Engage potential new clients through referrals or center clientele.

Conoscenze

Account Management

Advisory

Client Experience

Customer Focus

Oral Communications

Active Listening

Attention to Detail

Risk Management

Written Communications

Formazione

High School Diploma / GED

Descrizione del lavoro

Bank of America Corporation seeks a client-focused financial professional to guide clients toward their financial goals using brokerage products and banking solutions. You will triage leads, refer to partners, and build comprehensive financial plans while meeting regulatory requirements.

The role requires Series 7 and 66 licenses (or equivalent), with 1+ year in investments and strong relationship skills. Typical in-office schedule with some flexibility.