Financial Solutions Advisor I - Client Growth & Planning

Bank of America; Holly Springs (NC); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America seeks a financial professional to provide comprehensive advice and customized solutions to clients to help them achieve financial goals. Responsibilities include triaging client leads, referring to business partners based on client needs, and meeting with clients to review goals and recommend products.

The role requires completing licenses and trainings, and may oversee residential mortgage loans subject to SAFE Act registration.

Qualifications

• Currently holds Series 7 and 66 licenses; if you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days
• Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
• Sets and accomplishes goals, achieving whatever one sets their mind to
• Builds and nurtures strong relationships
• Collaborates effectively with others to get things done
• Communicates effectively and confidently and is comfortable engaging all clients
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast‑paced environment
• Likes to learn, adapts to new information and seeks the right solutions for clients
• Efficiently manages time and capacity
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long‑term strategies for clients

Responsibilities

• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
• Plans with clients to meet financial goals using brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommends banking and investments strategies that align with client financial goals and needs
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial 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 seeks a financial professional to provide comprehensive advice and customized solutions to clients to help them achieve financial goals. Responsibilities include triaging client leads, referring to business partners based on client needs, and meeting with clients to review goals and recommend products.

The role requires completing licenses and trainings, and may oversee residential mortgage loans subject to SAFE Act registration.