Financial Solutions Advisor: Licensing & Client Growth

Bank of America; Dayton (OH); On-site; USD 65,000 - 95,000; Full time

Job summary

Bank of America in the United States seeks a dedicated financial advisor to help clients achieve their financial goals through tailored solutions. You will triage leads, refer to partners as needed, and review goals with clients to recommend products.

You will also pursue new clients via referrals and center clientele to grow business. Ideal candidates hold the SIE and a bachelor’s degree, with experience in client relationships and a results-driven mindset in a fast-paced environment.

Qualifications

• Ability to obtain industry licenses.
• Experience cultivating client relationships and assessing needs.
• Proven ability to communicate and collaborate effectively.
• Results-driven mindset in a fast-paced environment.
• Ability to manage multiple tasks simultaneously.
• Adapts to new technology or applications.
• Bachelor’s degree and/or sales/financial services experience.

Responsibilities

• Plan clients' financial goals with brokerage products and banking solutions.
• Recommend banking and investment strategies aligned to client goals.
• Triages client requests and refers to internal partners based on needs and assets.
• Identify and engage potential new clients through referrals or center clientele.

Skills

Client Experience

Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer Focus

Portfolio Management

Prospecting

Risk Management

Education

Bachelor’s degree

FINRA SIE

Tools

Financial planning software

Job description

Bank of America in the United States seeks a dedicated financial advisor to help clients achieve their financial goals through tailored solutions. You will triage leads, refer to partners as needed, and review goals with clients to recommend products.

You will also pursue new clients via referrals and center clientele to grow business. Ideal candidates hold the SIE and a bachelor’s degree, with experience in client relationships and a results-driven mindset in a fast-paced environment.