Strategic Financial Solutions Advisor

Bank of America Corporation; Village of Bronxville (NY); On-site; USD 85,000 - 120,000; Full time

Job summary

Bank of America is seeking a Financial Consultant to provide comprehensive financial guidance and customized solutions to clients. You will triage leads, refer to partners, and meet with clients to review goals and build financial plans using brokerage products.

The role requires Series 7/66 licenses, 1+ year in investments, and strong relationship-building skills. Monday–Friday with possible Saturday rotation; office-based with in-office culture and collaboration.

Qualifications

• Requires Series 7 and 66 licenses (or 63/65 in lieu)
• 1+ year investments industry experience including investment products
• 1+ year in financial services or sales with attainment of goals
• Sets and achieves goals; builds relationships
• Collaborates effectively to get things done
• Effective communication and client engagement
• Ability to manage goals, navigate complexity, work in fast-paced environment
• Willingness to learn and adapt to client needs
• Strong time management and capacity planning
• Maintains regulatory due diligence in daily activities and long-term strategies

Responsibilities

• Plan clients' short and long-term financial goals by building a financial plan with brokerage products
• Recommend banking and investment strategies aligned with client goals
• Triages client requests and makes referrals to internal partners based on needs and assets
• Mitigate and control risk as part of daily activities
• Identify and engage potential new clients through referrals or center clientele
• Provide coaching and feedback to referral partners based on client needs and services

Skills

Account Management

Advisory

Client Experience Branding

Customer Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Causation Analysis

Client Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a Financial Consultant to provide comprehensive financial guidance and customized solutions to clients. You will triage leads, refer to partners, and meet with clients to review goals and build financial plans using brokerage products.

The role requires Series 7/66 licenses, 1+ year in investments, and strong relationship-building skills. Monday–Friday with possible Saturday rotation; office-based with in-office culture and collaboration.