Financial Solutions Advisor: Client Planning & Investments

Bank of America; Coeur d'Alene (ID); On-site; USD 70,000 - 80,000; Full time

Job summary

Bank of America is seeking a Financial Advisor to deliver personalized financial solutions and comprehensive guidance. You will triage client needs, build plans across investments and banking products, and refer to specialists as appropriate.

Required licenses (Series 7/66) and at least one year in investments or financial services, with a track record of meeting goals. Role involves collaboration across teams and ongoing client relationship building.

Qualifications

• Series 7 and 66 licenses required (or 63 and 65 in lieu).
• Minimum of one year in the investments industry and/or financial services with sales experience.
• Ability to set and achieve goals and build strong client relationships.
• Effective communication and collaboration in a fast-paced environment.

Responsibilities

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

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

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a Financial Advisor to deliver personalized financial solutions and comprehensive guidance. You will triage client needs, build plans across investments and banking products, and refer to specialists as appropriate.

Required licenses (Series 7/66) and at least one year in investments or financial services, with a track record of meeting goals. Role involves collaboration across teams and ongoing client relationship building.