Strategic Financial Solutions Advisor

Bank of America; Providence (RI); On-site; USD 75,000 - 120,000; Full time

Job summary

Bank of America in the United States seeks a financial professional to advise clients on financial goals, build plans with brokerage products and coordinate referrals to partners. The role requires securities licenses and a demonstrated sales background.

You will work closely with clients to deliver tailored investment and banking solutions. Applicants should hold Series 7 and 66 (or equivalents), with at least one year in investments or financial services, and be able to work a Monday–Friday

Qualifications

• Must have Series 7 and 66 licences (or 63/65 as substitute).
• Minimum 1 year in investments and financial services or sales with goals.
• Ability to build and nurture client relationships and communicate effectively.
• Demonstrates time management, prioritisation and adaptability in a fast-paced environment.
• Willingness to work Monday–Friday and rotating Saturdays.

Responsibilities

• Plan short and long-term financial goals with clients using brokerage products (stocks, bonds, mutual funds, annuities).
• Recommend banking and investments strategies aligned with client goals.
• Triages client requests and refers to internal service providers based on needs and assets.
• Mitigate and manage risk as part of daily activities.
• Identify new clients through referrals or centre clientele.
• Provide coaching to referral partners based on client needs and product services.

Skills

Account Management

Advisory

Client Experience Branding

Customer Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Risk Management

Written Communications

Education

High School Diploma / GED

CFP (Certified Financial Planner)

CRPC (Chartered Retirement Planning Counselor)

Insurance licenses

Job description

Bank of America in the United States seeks a financial professional to advise clients on financial goals, build plans with brokerage products and coordinate referrals to partners. The role requires securities licenses and a demonstrated sales background.

You will work closely with clients to deliver tailored investment and banking solutions. Applicants should hold Series 7 and 66 (or equivalents), with at least one year in investments or financial services, and be able to work a Monday–Friday