Strategic Financial Solutions Advisor

Bank of America; North Little Rock (AR); On-site; USD 65,000 - 90,000; Full time

Job summary

Bank of America is seeking a client-focused financial advisor to help clients achieve their financial goals. You will plan with brokerage products, offer tailored banking and investment strategies, and manage referrals while maintaining risk controls.

You will triage client requests, build relationships, and grow the client base through referrals and center partnerships in a fast-paced environment. Licenses and ongoing training are required, with SAFE Act considerations for mortgage work.

Qualifications

• Achieve required industry licenses.
• Strong time management and capacity.
• Experience cultivating client relationships and assessing needs.
• Ability to work in a fast-paced environment.
• Willingness to learn and adapt to new technology or applications.

Responsibilities

• Plan clients' short and long-term financial goals by building a financial plan with brokerage products (stocks, bonds, mutual funds, annuities, banking solutions).
• Recommend banking and investments strategies aligned with client goals and needs.
• Triages client requests and makes referrals to internal service providers based on client needs and asset thresholds; mitigate risk daily.
• Identify and engage potential new clients through referrals or existing clientele.

Skills

Client Experience

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma or GED

Bachelor's degree or higher

Job description

Bank of America is seeking a client-focused financial advisor to help clients achieve their financial goals. You will plan with brokerage products, offer tailored banking and investment strategies, and manage referrals while maintaining risk controls.

You will triage client requests, build relationships, and grow the client base through referrals and center partnerships in a fast-paced environment. Licenses and ongoing training are required, with SAFE Act considerations for mortgage work.