Life Services Financial Advisor — Wealth Solutions

ghr; Riverside (CA); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Formulaic incentive plan

Benefits package

Job summary

Bank of America is seeking a Financial Solutions Advisor to guide clients through informed financial decisions and goals-based planning. You will engage clients via a phone-based platform, delivering education on investments and a broad set of banking products to help them achieve long‑term financial objectives.

The role emphasizes consultative conversations, high service levels, and adherence to regulatory requirements while collaborating with internal partners to meet client needs.

Qualifications

• Proven experience in financial advisory or sales with goals met.
• Ability to build trust through consultative conversations with clients.
• Familiarity with internal and regulatory policies.

Responsibilities

• Provide end-to-end financial advice and solutions to an assigned group of clients.
• Manage client issues, research, and communicate resolutions.
• Recommend brokerage products and banking solutions aligned to client goals.
• Triages client requests and refers to appropriate internal partners based on asset thresholds.

Skills

Account Management

Advisory

Communication

Client Focus

Attention to Detail

Education

Bachelor's degree

Job description

Bank of America is seeking a Financial Solutions Advisor to guide clients through informed financial decisions and goals-based planning. You will engage clients via a phone-based platform, delivering education on investments and a broad set of banking products to help them achieve long‑term financial objectives.

The role emphasizes consultative conversations, high service levels, and adherence to regulatory requirements while collaborating with internal partners to meet client needs.