Financial Solutions Advisor I - Client-Focused Growth Track

Bank of America; East Providence (RI); On-site; USD 55,000 - 75,000; Full time

Job summary

Bank of America seeks a Financial Solutions Advisor to provide end-to-end financial guidance to clients in a contact center setting, leveraging Bank of America and Merrill offerings across investment, banking, and lending. The role emphasizes building trusted client relationships and delivering tailored financial strategies.

The NFSA I position offers structured training, opportunities for progression within Bank of America and Merrill, and a focus on developing foundational advisor skills for

Qualifications

• Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)
• A bachelor’s degree, and 0-2 years of experience working in the financial service industry and/or a metrics-based sales environment where goals were met or exceeded.
• Strong computer skills with an ability to multitask in a demanding environment.

Responsibilities

• Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
• Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.
• Build and maintain relationships with clients, nurture strong client relationships, and identify client needs to deliver appropriate solutions.

Skills

Account Management

Advisory

Client Experience Branding

Oral Communications

Active Listening

Attention to Detail

Risk Management

Pipeline Management

Written Communications

Education

Bachelor’s degree

Job description

Bank of America seeks a Financial Solutions Advisor to provide end-to-end financial guidance to clients in a contact center setting, leveraging Bank of America and Merrill offerings across investment, banking, and lending. The role emphasizes building trusted client relationships and delivering tailored financial strategies.

The NFSA I position offers structured training, opportunities for progression within Bank of America and Merrill, and a focus on developing foundational advisor skills for