Financial Solutions Advisor — Growth & Client Impact

Bank of America; Potomac (IL); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Formulaic incentive plan

Industry-leading benefits

Paid time off

Job summary

Bank of America is seeking a financial advisor-style professional to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. The role includes triaging leads, referring to business partners, reviewing goals, and building financial plans with brokerage products and banking solutions.

Licenses and training are required, including SAFE Act considerations for mortgage-related duties.

Qualifications

• Licensed to sell investment products and provide financial planning.
• Experience in financial services or a sales environment with goals.
• Ability to triage client requests and refer to internal partners.

Responsibilities

• Plan clients' short- and long-term financial goals with brokerage products.
• Recommend banking and investment strategies aligning with client goals.
• Triages client requests and refers to internal providers based on assets.
• Mitigates and controls risk in daily activities.
• Identify and engage new clients through referrals or existing clientele.
• Provide coaching to referral partners based on client needs and product services.

Skills

Account Management

Advisory

Client Experience Branding

Customer Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Causation Analysis

Client Management

Policies, Procedures, and Guidelines

Risk Management

Written Communications

Education

High School Diploma / GED

Series 7 & 66 licenses

63 or 65 license (alternative)

CFP designation (optional)

CRPC designation (optional)

Insurance licenses

Tools

Banking software & CRM

Job description

Bank of America is seeking a financial advisor-style professional to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. The role includes triaging leads, referring to business partners, reviewing goals, and building financial plans with brokerage products and banking solutions.

Licenses and training are required, including SAFE Act considerations for mortgage-related duties.