Financial Solutions Advisor: Create Custom Financial Plans

Bank of America

Delaware

On-site

USD 90,000 - 120,000

Full time

4 days ago

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Job summary

Bank of America is seeking an advisor to provide comprehensive financial guidance and tailored solutions to clients in the Delaware area. You will triage leads, refer to business partners, and meet with clients to review goals, build plans, and propose brokerage products.

This role requires licensing and ongoing training, with potential for mortgage-related work subject to SAFE Act rules. Responsibilities include creating financial plans with brokerage products, delivering client-focused advice,

Qualifications

Currently holds Series 7 and 66 licenses (or 63/65 as alternative).
1+ year in investments or financial services with sales experience.
Ability to build and nurture client relationships with a client-centric approach.
Familiar with regulatory due diligence and risk management practices.

Responsibilities

Plan clients' short- and long-term financial goals by building financial plans using brokerage products.
Recommend banking and investments strategies aligned with client goals.
Triages client requests and referrals to internal service providers based on needs and assets.
Mitigate and control risk as part of daily activities.
Identify potential new clients through referrals or branch clientele.
Provide coaching to referral partners based on client needs and products.