Strategic Financial Solutions Advisor

National Black MBA Association; Virginia Beach, Northern (VA, KY); Hybrid; USD 70,000 - 80,000; Full time

Job summary

Bank of America is seeking a client-focused professional to deliver comprehensive financial guidance and tailored brokerage solutions. You will build financial plans, review goals with clients, and suggest banking and investment strategies to meet those targets.

The role requires Series 7/66, strong communication, and the ability to manage referrals, maintain regulatory diligence, and drive client satisfaction in a fast-paced environment.

Qualifications

• Holds Series 7 and 66 (or 63/65 equivalents).
• Minimum of one year in investments and in financial services or a sales environment.
• Demonstrates goal setting, relationship building and collaborative skills.
• Understands regulatory due diligence in daily activities.

Responsibilities

• Plan clients' short- and long-term financial goals with brokerage products.
• Recommend banking and investments strategies aligned to client goals.
• Triages requests and refers to internal partners based on client needs.
• Mitigates risk and engages potential new clients through referrals.
• Provide coaching to referral partners based on client needs.

Skills

Licenses (Series 7 & 66)

Client relationship

Financial planning

Investment products

Referral coordination

Regulatory due diligence

Communication

Time management

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Microsoft Office

Job description

Bank of America is seeking a client-focused professional to deliver comprehensive financial guidance and tailored brokerage solutions. You will build financial plans, review goals with clients, and suggest banking and investment strategies to meet those targets.

The role requires Series 7/66, strong communication, and the ability to manage referrals, maintain regulatory diligence, and drive client satisfaction in a fast-paced environment.