Strategic Financial Solutions Advisor Southern VA

Bank of America; Mechanicsville (VA); On-site; USD 70,000 - 120,000; Full time

Job summary

Bank of America seeks a licensed financial professional to provide comprehensive financial guidance and customized solutions to clients. The role involves building financial plans, recommending brokerage products, and coordinating with partners to meet client goals.

Responsibilities include triaging client leads, meeting with clients, and expanding relationships while adhering to regulatory requirements and SAFE Act rules. Monday–Friday with rotating Saturdays in a dynamic, in-office environment.

Qualifications

• Current Series 7 and 66 licenses (or 63/65 in lieu of 66).
• Minimum one year in investments or financial services with sales experience.
• Ability to meet goals and build relationships with clients.
• Familiarity with regulatory due diligence and SAFE Act requirements.

Responsibilities

• Plan clients' short- and long-term financial goals with brokerage products.
• Recommend banking and investments strategies aligned with client needs.
• Triages client requests and referrals to internal service providers.
• Mitigate risk as part of daily activities.
• Develop new clients through referrals and existing bank centers.
• Coach referral partners based on client needs and services.

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 / GED / Secondary School or equivalent

Job description

Bank of America seeks a licensed financial professional to provide comprehensive financial guidance and customized solutions to clients. The role involves building financial plans, recommending brokerage products, and coordinating with partners to meet client goals.

Responsibilities include triaging client leads, meeting with clients, and expanding relationships while adhering to regulatory requirements and SAFE Act rules. Monday–Friday with rotating Saturdays in a dynamic, in-office environment.