Strategic Financial Solutions Advisor

Bank of America; Naples (FL); On-site; USD 90,000 - 150,000; Full time

Job summary

Bank of America in the United States seeks a financial professional to provide comprehensive advice and customized solutions to clients, helping them reach financial goals through brokerage products and banking solutions. You will triage client leads, refer to internal partners, and meet with clients to review goals while pursuing required licenses and training.

The role emphasizes building plans, managing risk, and expanding the client base through referrals, with a strong focus on

Qualifications

• Requires Series 7 & 66 licenses; 63/65 in lieu of 66 option available.
• Has at least one year experience in investments and financial services.
• Experience in a sales environment with a track record of meeting or exceeding goals.

Responsibilities

• Plan clients' short and long-term financial goals by building financial plans with brokerage products (stocks, bonds, funds, annuities).
• Recommend banking and investment strategies aligned with client goals.
• Triage client requests and refer to internal service providers based on client needs and asset thresholds.
• Mitigate and manage risk as part of daily activities.
• Engage potential new clients through referrals or existing clientele.
• Provide coaching to referral partners based on client needs and available product services.

Job description

Bank of America in the United States seeks a financial professional to provide comprehensive advice and customized solutions to clients, helping them reach financial goals through brokerage products and banking solutions. You will triage client leads, refer to internal partners, and meet with clients to review goals while pursuing required licenses and training.

The role emphasizes building plans, managing risk, and expanding the client base through referrals, with a strong focus on