Financial Solutions Advisor — SAFE Act Registered Candidate

Bank of America; West Chester (Chester County); On-site; USD 60,000 - 110,000; Full time

Job summary

Bank of America in the United States seeks a skilled Financial Advisor to provide tailored guidance and solutions to help clients reach financial goals. You will engage with clients to review goals, discuss investments, mortgages, and banking products, and ensure regulatory requirements such as SAFE Act registrations are met.

This role emphasizes building trust, qualifying clients, and coordinating with partners to deliver personalized financial plans while maintaining a strong compliance

Qualifications

• Aptitude in obtaining required industry licenses.
• Must be self-disciplined in managing time and capacity.
• Experience in cultivating client relationships, assessing needs and recommending solutions.
• Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

Responsibilities

• Works with clients to plan short- and long-term financial goals using brokerage and banking solutions.
• Recommends banking and investments strategies aligned with client goals.
• Triages client requests and referrals to internal service providers while managing risk.
• Identifies and engages new clients through referrals or center clientele.

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Portfolio Management

Referral Management

Executive Presence

Education

High School Diploma / GED

Job description

Bank of America in the United States seeks a skilled Financial Advisor to provide tailored guidance and solutions to help clients reach financial goals. You will engage with clients to review goals, discuss investments, mortgages, and banking products, and ensure regulatory requirements such as SAFE Act registrations are met.

This role emphasizes building trust, qualifying clients, and coordinating with partners to deliver personalized financial plans while maintaining a strong compliance