Wealth & Banking Solutions Advisor

Bank of America; Arkansas; On-site; USD 60,000 - 70,000; Full time

Job summary

Bank of America is seeking a client‑focused financial advisor to provide comprehensive guidance, triage leads, and collaborate with partners to meet client goals. You will review financial objectives and tailor investment and banking solutions accordingly.

Responsibilities include building tailored plans, managing diverse portfolios, and maintaining regulatory readiness through licenses. Strong communication, risk awareness, and adaptability are essential in a fast‑paced environment.

Qualifications

• High School Diploma / GED / Secondary School or equivalent.
• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
• Experience in cultivating client relationships, assessing needs and recommending solutions.

Responsibilities

• Build a financial plan with brokerage products (stocks, bonds, mutual funds, annuities) and banking/managed solutions.
• Recommend banking and investments strategies aligned with client goals.
• Triages client requests and makes referrals to internal providers 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.

Skills

Client Experience

Advisory

Investment Management

Portfolio Management

Prospecting

Referral Management

Client Management

Risk Management

Oral Communications

Trading

Branding

Customer and Client Focus

Pipeline Management

Executive Presence

Business Acumen

Referral Identification

Education

Bachelor's degree

FINRA Securities Industry Essentials (SIE)

High School Diploma / GED

Job description

Bank of America is seeking a client‑focused financial advisor to provide comprehensive guidance, triage leads, and collaborate with partners to meet client goals. You will review financial objectives and tailor investment and banking solutions accordingly.

Responsibilities include building tailored plans, managing diverse portfolios, and maintaining regulatory readiness through licenses. Strong communication, risk awareness, and adaptability are essential in a fast‑paced environment.