Financial Solutions Advisor I: Growth & Client Impact

Bank of America; Lincoln (RI); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Professional development opportunities

Job summary

A leading financial institution in Lincoln, RI is seeking a National Financial Solutions Advisor. This position provides advice to help clients achieve financial goals and offers opportunities for advancement within the company. Ideal candidates will possess the Series 7 and 66 licenses, demonstrate strong communication skills, and have experience in a metrics-driven sales environment. The job offers a competitive salary of $65,000 - $85,000 annually with additional incentive eligibility.

Qualifications

• Series 7, and 66 or equivalent (must be obtained within 90 days if not currently held).
• Experience working in the financial service industry or metrics-based sales environment.
• Strong computer skills with an ability to multitask effectively.

Responsibilities

• Provide comprehensive advice to help clients achieve their financial goals.
• Collaborate with core banking and investment partners.
• Build a portfolio of clients through exceptional client care.

Skills

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Management

Risk Management

Education

Bachelor's degree

Job description

A leading financial institution in Lincoln, RI is seeking a National Financial Solutions Advisor. This position provides advice to help clients achieve financial goals and offers opportunities for advancement within the company. Ideal candidates will possess the Series 7 and 66 licenses, demonstrate strong communication skills, and have experience in a metrics-driven sales environment. The job offers a competitive salary of $65,000 - $85,000 annually with additional incentive eligibility.