Strategic Financial Solutions Advisor

Bank of America; Livonia (MI); On-site; USD 60,000 - 80,000; Full time

Job summary

Bank of America in Livonia, Michigan, is seeking a dedicated Financial Advisor to help clients achieve their financial goals. The ideal candidate will provide tailored financial advice, triage client leads, and recommend brokerage products.

Applicants must hold Series 7 and 66 licenses and possess a strong background in investments. Join our team and help shape the financial futures of our clients while growing your career.

Qualifications

• Currently holds Series 7 and 66 licenses.
• Minimum of one year of experience in the investments industry.
• Builds and nurtures strong relationships.

Responsibilities

• Works with clients to plan their short and long‑term financial goals.
• Recommends banking and investments strategies.
• Identifies and engages potential new clients.

Skills

Account Management

Client Solutions Advisory

Customer and Client Focus

Attention to Detail

Written Communications

Risk Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Livonia, Michigan, is seeking a dedicated Financial Advisor to help clients achieve their financial goals. The ideal candidate will provide tailored financial advice, triage client leads, and recommend brokerage products.

Applicants must hold Series 7 and 66 licenses and possess a strong background in investments. Join our team and help shape the financial futures of our clients while growing your career.