Financial Solutions Advisor - Client Wealth Planner

Bank of America; Richmond (VA); On-site; USD 39,000 - 47,000; Full time

Benefits offered by this job

Competitive benefits

Paid time off

In-office culture

Job summary

Bank of America in the United States seeks a financial professional to provide comprehensive advice and customized solutions helping clients reach their financial goals through brokerage, banking, and managed solutions.

The role involves triaging client leads, referring to internal partners based on client needs and assets, and meeting with clients to review goals and recommend products. SAFE Act registration applies to residential mortgage loan origination.

Job description

Bank of America in the United States seeks a financial professional to provide comprehensive advice and customized solutions helping clients reach their financial goals through brokerage, banking, and managed solutions.

The role involves triaging client leads, referring to internal partners based on client needs and assets, and meeting with clients to review goals and recommend products. SAFE Act registration applies to residential mortgage loan origination.