Strategic Financial Solutions Advisor

Bank of America; New York (NY); On-site; USD 70,000 - 110,000; Full time

Job summary

Bank of America is seeking a client-focused financial advisor who helps clients achieve their financial goals by offering a range of brokerage products and banking solutions. You will build financial plans, assess client needs, and coordinate with internal partners to deliver tailored investment and banking advice.

The role requires licenses and the ability to work in a fast-paced environment with strong relationship-building and communication skills.

Qualifications

• Requires licenses in the financial services field as applicable.
• Experience in cultivating client relationships and assessing needs.
• Strong communication and collaboration skills in a fast-paced environment.
• Ability to manage multiple tasks and adapt to new technology.

Responsibilities

• Works with clients to plan financial goals and build a financial plan using brokerage products and banking solutions.
• Recommends banking and investment strategies aligned with client goals.
• Triages client requests and refers to internal service providers based on needs and assets.
• Identifies potential new clients through referrals or center clientele.

Skills

Client Experience

Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer Focus

Portfolio Management

Prospecting

Risk Management

Trading

Education

High School Diploma

Job description

Bank of America is seeking a client-focused financial advisor who helps clients achieve their financial goals by offering a range of brokerage products and banking solutions. You will build financial plans, assess client needs, and coordinate with internal partners to deliver tailored investment and banking advice.

The role requires licenses and the ability to work in a fast-paced environment with strong relationship-building and communication skills.