Strategic Financial Solutions Advisor

Bank of America; Warwick (RI); On-site; USD 40,000 - 46,000; Full time

Benefits offered by this job

Benefits eligible

Paid time off

Industry-leading benefits

Job summary

Bank of America in Warwick, RI seeks a financial services professional to advise clients and tailor solutions to achieve their financial goals. You will triage leads, refer to partners based on client needs, and review goals with clients to recommend suitable banking and investment products.

Role requires completing required licenses and training, and may involve SAFE Act registration for residential mortgage activities. Join a firm that supports career growth and client-focused solutions.

Qualifications

• Aptitude in obtaining required industry licenses.
• Experience in cultivating client relationships, assessing needs and recommending solutions.
• Demonstrates a results-driven mindset in a fast-paced environment.
• Willingness to obtain required licenses and training.

Responsibilities

• Works with clients to plan financial goals with brokerage products (stocks, bonds, mutual funds, annuities).
• Recommends banking and investments strategies aligned with client goals.
• Triages client requests and makes referrals to internal service providers.
• Identifies potential new clients through referrals or center clientele.

Skills

Client relationship management

Time management

Communication

Sales experience

Adaptability

Technology proficiency

Financial product knowledge

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Warwick, RI seeks a financial services professional to advise clients and tailor solutions to achieve their financial goals. You will triage leads, refer to partners based on client needs, and review goals with clients to recommend suitable banking and investment products.

Role requires completing required licenses and training, and may involve SAFE Act registration for residential mortgage activities. Join a firm that supports career growth and client-focused solutions.