Financial Solutions Advisor - Private Bank Office

Bank of America; South Dakota; On-site; USD 75,000 - 85,000; Full time

Benefits offered by this job

Formulaic incentive plan

Benefits eligible

Paid time off

Job summary

Bank of America is seeking a Financial Solutions Advisor for the Private Bank Office to provide comprehensive guidance and tailored solutions helping clients meet financial goals using brokerage products and banking solutions. The role includes building financial plans and reviewing goals with clients.

Responsibilities include triaging client leads, referring to internal partners, meeting with clients, and expanding licenses; role requires SAFE Act compliance and an office-based work culture

Qualifications

• Currently holds Series 7 & 66 licenses; if not, 63/65 with plan to pass 66 within 60 days.
• Three years’ experience in financial services or sales with goals met or exceeded, including at least one year in investments.
• Depth and breadth of relationship management product/solutions knowledge; acts as a client advocate.

Responsibilities

• Plans client short- and long-term financial goals with brokerage products.
• Recommends banking and investment strategies aligned with client goals.
• Triages client requests and refers to internal service providers by need and asset thresholds.
• Mitigates and controls risk in daily activities.
• Identifies and engages potential new clients through referrals or existing clientele.
• Provides coaching to referral partners based on client needs and product services.

Skills

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Attention to Detail

Client Solutions Advisory

Issue Management

Client Management

Policies, Procedures, and Guidelines

Series 7 & 66 licenses

Education

Bachelor's degree in business

CFP

CRPC

Insurance licenses

Job description

Financial Solutions Advisor - Private Bank Office

Open Full-time Pay not stated

Open — Bank of America has a posting for this job. Posted 2 Mar 2026.

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About this job

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in‑office culture with specific requirements for office‑based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role‑specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.

Responsibilities:

• Works with clients to plan their short and long‑term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center clientele
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

Required Qualifications:

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not hold the Series 66 currently but have either a Series 63 or 65, an offer can be extended with the condition that you receive a passing score for the Series 66 within 60 days.
• Has three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in‑depth knowledge of investment products and services)
• Depth and breadth of relationship management product/solutions knowledge and experience
• Acts as a client advocate
• Is a self‑starter who efficiently manages time and capacity
• Sets and accomplishes goals, achieving whatever you put your 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.
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long‑term strategies for clients.

Desired Qualifications:

• Proven ability to partner and promote lead generation.
• Experience balancing investment management, sales activities and new client development.
• Strong computer skills and the ability to multitask in a demanding environment.
• A bachelor’s degree, preferably in business‑related field.
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Obtained insurance licenses.

Skills:

• Account Management
• Client Experience Branding
• Customer and Client Focus
• Oral Communications
• Attention to Detail
• Client Solutions Advisory
• Issue Management
• Client Management
• Policies, Procedures, and Guidelines

Shift:

1st shift (United States of America)

40

Pay and benefits information

Pay range

$75,000.00 - $85,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Formulaic incentive eligible

This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee’s performance against defined metrics.

This role is currently benefits eligible. We provide industry‑leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.