Strategic Financial Solutions Advisor

Bank of America; Richmond (VA); On-site; USD 70,000 - 100,000; Full time

Job summary

Bank of America is seeking a financial advisor to deliver comprehensive financial guidance and customized solutions to clients. You will triage leads, develop financial plans, and refer to partners as needed, while meeting regulatory and licensing requirements.

The role emphasizes building relationships, achieving sales goals, and providing high-quality client service in an in-office environment. Weekend rotation may be required and ongoing professional development is supported.

Qualifications

• Currently holds Series 7 and 66 licenses (or 63 and 65 in lieu of 66).
• Minimum of one year of experience in the investments industry and in financial services/sales goals.
• Ability to build relationships and work with clients to meet financial goals.

Responsibilities

• Plans client financial goals by building a plan with brokerage products (stocks, bonds, mutual funds, annuities, etc.).
• Recommends banking and investment strategies aligned with client goals.
• Triages client requests and refers to internal service providers based on needs and asset thresholds.
• Mitigates and controls risk in daily activities.
• Identifies potential new clients through referrals and center clientele.
• Provides coaching and feedback to referral partners.

Skills

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Causation Analysis

Client Management

Policies, Procedures, and Guidelines

Risk Management

Written Communications

Education

High School Diploma

Job description

Bank of America is seeking a financial advisor to deliver comprehensive financial guidance and customized solutions to clients. You will triage leads, develop financial plans, and refer to partners as needed, while meeting regulatory and licensing requirements.

The role emphasizes building relationships, achieving sales goals, and providing high-quality client service in an in-office environment. Weekend rotation may be required and ongoing professional development is supported.