Financial Solutions Advisor - Wealth Planning & Investments

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

Job summary

Bank of America in the United States is seeking a Financial Advisor to provide comprehensive guidance and customized solutions to clients, helping them reach financial goals. You will triage leads, refer to partners, review goals, and build financial plans with brokerage products, including stocks, bonds, mutual funds, annuities, and banking solutions.

Responsibilities include recommending strategies, triaging requests, managing risk, and engaging new clients through referrals.

Qualifications

• Requires Series 7 and 66 licenses (or equivalent 63 and 65)
• Minimum of one year of experience in the investments industry
• Minimum of one year in financial services or sales
• Goal setting and achievement mindset
• Strong relationship building and collaboration
• Effective communication and client engagement
• Time management and ability to work in a fast-paced environment
• Compliant with regulatory due diligence and SAFE Act requirements
• Commitment to working Monday–Friday with rotating Saturdays

Responsibilities

• Plan clients' short- and long-term financial goals by building a financial plan with brokerage products (stocks, bonds, mutual funds, annuities, and banking solutions)
• Recommend banking and investment strategies aligned with clients' goals
• Triage client requests and refer to internal service providers based on needs and asset thresholds
• Mitigate and control risk in daily activities
• Identify and engage potential new clients through referrals or center clientele
• Provide coaching and feedback to referral partners based on client needs and product services

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, and Guidelines

Risk Management

Written Communications

Education

High School Diploma or GED

Job description

Bank of America in the United States is seeking a Financial Advisor to provide comprehensive guidance and customized solutions to clients, helping them reach financial goals. You will triage leads, refer to partners, review goals, and build financial plans with brokerage products, including stocks, bonds, mutual funds, annuities, and banking solutions.

Responsibilities include recommending strategies, triaging requests, managing risk, and engaging new clients through referrals.