Financial Solutions Advisor: Client Planning & Investments

Bank of America; Peoria (AZ); On-site; USD 70,000 - 110,000; Full time

Job summary

Bank of America is seeking a financial advisor to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. You will triage client leads, refer to business partners, meet with clients to review goals, build financial plans, and recommend brokerage products.

Training and licenses are required, including SAFE Act registration where applicable. The role involves planning with clients, managing relationships, and meeting regulatory requirements in a

Qualifications

• Must hold Series 7 and 66 licenses (63/65 acceptable if 66 not present).
• Minimum 1 year experience in investments or financial services.
• Experience in sales with goals met/exceeded is preferred.
• Willingness to obtain additional professional designations is a plus.

Responsibilities

• Triages client requests and makes referrals to internal service providers.
• Plans clients' short and long-term financial goals with brokerage products.
• Recommends banking and investment strategies aligned with client needs.
• Maintains regulatory due diligence and compliance in daily activities.
• Identifies potential new clients through referrals or center activity.
• Provides coaching and feedback to referral partners.

Skills

Account Management

Advisory

Client Experience

Oral Communications

Active Listening

Risk Management

Education

High School Diploma

Job description

Bank of America is seeking a financial advisor to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. You will triage client leads, refer to business partners, meet with clients to review goals, build financial plans, and recommend brokerage products.

Training and licenses are required, including SAFE Act registration where applicable. The role involves planning with clients, managing relationships, and meeting regulatory requirements in a