Financial Solutions Advisor: Plan, Advise, Grow Investments

Bank of America; Florida; On-site; USD 70,000 - 110,000; Full time

Job summary

Bank of America is seeking an advisor to provide comprehensive financial guidance and customized solutions. You will triage leads, meet with clients to review goals, build financial plans, and recommend brokerage products to help clients achieve their financial objectives.

Key responsibilities include referrals to partners, coaching referral networks, and maintaining regulatory due diligence in line with SAFE Act requirements. Strong communication and relationship-building skills are essential.

Qualifications

• Holds Series 7 and 66 licenses (or 63/65 with plan to obtain missing series).
• 1+ year in investments or financial services with sales exposure.
• Experience building financial plans and advising clients on brokerage products.
• Familiar with regulatory due diligence and SAFE Act requirements.

Responsibilities

• Triages client leads and makes referrals based on needs and asset thresholds.
• Meets with clients to review goals, builds financial plans and recommends brokerage products.
• Provides coaching to referral partners and expands client relationships.
• Mitigates risk and ensures compliance in daily activities.

Skills

Advisory

Account Management

Client Experience

Communication

Relationship Building

Time Management

Regulatory Due Diligence

Risk Management

Pipeline Management

Attention to Detail

Education

Series 7 & 66 licenses

CFP or CRPC designation

Job description

Bank of America is seeking an advisor to provide comprehensive financial guidance and customized solutions. You will triage leads, meet with clients to review goals, build financial plans, and recommend brokerage products to help clients achieve their financial objectives.

Key responsibilities include referrals to partners, coaching referral networks, and maintaining regulatory due diligence in line with SAFE Act requirements. Strong communication and relationship-building skills are essential.