Financial Solutions Advisor — Impactful Client Planning

Bank of America; Goodyear (AZ); On-site; USD 70,000 - 110,000; Full time

Job summary

Bank of America in the United States seeks a client-focused financial professional to provide comprehensive advice and customized solutions, including building financial plans and recommending brokerage products.

The role requires Series 7 & 66 licenses (63/65 allowed with condition), at least one year in investments and financial services, and strong relationship-building and communication skills. In-office with structured attendance in a fast-paced environment.

Qualifications

• Series 7 & 66 licenses required; 63/65 in lieu of 66 allowed if 66 passed within 60 days.
• At least 1 year in investments with knowledge of investment products and services.
• At least 1 year in financial services or sales with goals met or exceeded.
• Should build strong client relationships and navigate a fast-paced environment.

Responsibilities

• Plan clients' short- and long-term financial goals with brokerage products.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and routes to appropriate internal partners.
• Mitigate and control risk as part of daily activities.
• Identify potential new clients through referrals or center clientele.
• Provide coaching to referral partners based on client needs and services offered.

Skills

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Causation Analysis

Client Management

Policies Procedures Guidelines

Risk Management

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in the United States seeks a client-focused financial professional to provide comprehensive advice and customized solutions, including building financial plans and recommending brokerage products.

The role requires Series 7 & 66 licenses (63/65 allowed with condition), at least one year in investments and financial services, and strong relationship-building and communication skills. In-office with structured attendance in a fast-paced environment.