RI Financial Solutions Advisor — Client Wealth & Planning

Bank of America; Rhode Island; On-site; USD 40,000 - 47,000; Full time

Job summary

Bank of America in Providence, RI seeks a client advisor to provide comprehensive financial guidance, delivering brokerage and banking solutions while building lasting client relationships. The role emphasizes required licenses, pursuit of professional growth, and disciplined time management, with training and in-office collaboration to support career development.

As part of a culture focused on responsible growth, you'll help clients achieve financial goals while working with a supportive team

Qualifications

• Licensing aptitude: ability to obtain required industry licenses
• Strong time-management and capacity control
• Experience cultivating client relationships and assessing needs
• Clear communicator with ability to collaborate across teams
• Ability to work in a fast-paced environment and manage multiple tasks
• Adaptable to new technology

Responsibilities

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as 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

Skills

Client Experience

Investment Management

Portfolio Management

Prospecting

Risk Management

Oral Communications

Executive Presence

Business Acumen

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor's degree

Job description

Bank of America in Providence, RI seeks a client advisor to provide comprehensive financial guidance, delivering brokerage and banking solutions while building lasting client relationships. The role emphasizes required licenses, pursuit of professional growth, and disciplined time management, with training and in-office collaboration to support career development.

As part of a culture focused on responsible growth, you'll help clients achieve financial goals while working with a supportive team