Strategic Financial Solutions Advisor

Bank of America; Birmingham (AL); On-site; USD 70,000 - 100,000; Full time

Job summary

Bank of America in Birmingham, AL seeks a client-focused financial professional to provide comprehensive advisory services and customized solutions. You will build financial plans, discuss brokerage products, and collaborate with partners to meet client goals while maintaining regulatory compliance.

Role requires licenses (Series 7/66 or equivalents) and experience in investments or financial services, with a track record in sales or goal attainment.

Qualifications

• Holds Series 7 and 66 (or 63/65 in lieu) licenses.
• Experience in investments industry (1+ year).
• Experience in financial services or a sales environment with goals.
• Able to build relationships and collaborate across teams.
• Strong communication and time management in a fast-paced setting.

Responsibilities

• Plan clients' short and long-term financial goals with brokerage products.
• Recommend banking and investment strategies aligned with goals.
• Triages client requests and refers to internal service providers.
• Mitigate risk as part of daily activities.
• Identify new clients through referrals or existing clientele.
• Provide coaching to referral partners based on client needs.

Skills

Account Management

Advisory

Client Experience

Attention to Detail

Active Listening

Oral Communications

Client Solutions

Risk Management

Education

High School Diploma

Job description

Bank of America in Birmingham, AL seeks a client-focused financial professional to provide comprehensive advisory services and customized solutions. You will build financial plans, discuss brokerage products, and collaborate with partners to meet client goals while maintaining regulatory compliance.

Role requires licenses (Series 7/66 or equivalents) and experience in investments or financial services, with a track record in sales or goal attainment.