Investment & Banking Solutions Advisor

Bank of America; Scottsdale (AZ); On-site; USD 75,000 - 130,000; Full time

Job summary

Bank of America in Scottsdale, AZ seeks a finance professional to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. Responsibilities include triaging leads, referring to partners, meeting with clients, building plans, and recommending brokerage products, while completing required licenses and trainings.

POSITION requires SAFE Act registration and compliance; candidates should be prepared for a structured, in-office workflow with possible

Qualifications

• Requires Series 7 & 66 licenses (63/65 in lieu of 66) or equivalent progression.
• Minimum 1 year in investments; knowledge of products and services.
• 1 year in financial services or sales with goals met/exceeded.
• Strong relationship-building and collaboration skills.
• Ability to manage time, navigate complexity and stay compliant.

Responsibilities

• Plan clients' short and long-term financial goals by building a financial plan with brokerage products.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and refers to internal service providers based on needs.
• Mitigate and control risk in daily activities.
• Identify potential new clients through referrals or center clientele.
• Provide coaching to referral partners based on client needs.

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 / GED

Job description

Bank of America in Scottsdale, AZ seeks a finance professional to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. Responsibilities include triaging leads, referring to partners, meeting with clients, building plans, and recommending brokerage products, while completing required licenses and trainings.

POSITION requires SAFE Act registration and compliance; candidates should be prepared for a structured, in-office workflow with possible