Financial Solutions Advisor — Client Wealth & Investments

Bank of America Corporation; Richmond (VA); On-site; USD 60,000 - 100,000; Full time

Job summary

Bank of America Corporation in the United States is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. You will triage client leads, refer to business partners based on needs and assets, and meet with clients to review goals and recommend products.

The role requires Series 7 and 66 licenses and at least one year in financial services or a sales environment, with a focus on strong relationship-building and

Qualifications

• Currently holds Series 7 and 66 licenses (63/65 in lieu of 66)
• 1 year of experience in financial services or sales
• Sets and accomplishes goals
• Builds and nurtures strong relationships
• Collaborates effectively with others to get things done
• Communicates effectively with clients
• Manages goals and tasks in a fast-paced environment
• Incorporates regulatory due diligence into daily activities and strategies

Responsibilities

• Plan clients' short- and long-term financial goals with brokerage products (stocks, bonds, mutual funds, annuities, banking solutions)
• Recommend banking and investment strategies aligned with client goals
• Triages client requests and refers to appropriate internal service providers
• Mitigate and control risk as part of daily activities
• Identify and engage potential new clients through referrals or center clientele

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer and Client Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America Corporation in the United States is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. You will triage client leads, refer to business partners based on needs and assets, and meet with clients to review goals and recommend products.

The role requires Series 7 and 66 licenses and at least one year in financial services or a sales environment, with a focus on strong relationship-building and