Financial Solutions Advisor - NE

Overview

Bank of America seeks a licensed financial advisor to provide comprehensive advice and customized solutions to clients, helping them achieve their financial goals. The role emphasizes client relationship building, financial planning, and risk management within a regulated, in‑office environment.

• Work with clients to plan short- and long-term financial goals by building a financial plan that includes brokerage products such as stocks, bonds, mutual funds, annuities, and banking/money‑managed solutions.
• Recommend banking and investment strategies that align with client financial goals and needs.
• Triage client requests and make referrals to appropriate internal service providers based on client needs and asset thresholds.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals or financial center clientele.
• Provide coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended.

Monday – Friday with rotating Saturdays. The role requires in‑office attendance in accordance with Bank of America’s workplace policy.

• Currently holds Series7 and Series
  66 (Series
  63 or 65 may be substituted for 66 with a passing score within 60 days).
• At least one year of experience in an investment or financial services environment, including training and in‑depth knowledge of investment products and services.
• At least one year of experience working in a sales environment where goals were met or exceeded.
• Demonstrated ability to set and achieve goals, build and nurture strong relationships, collaborate effectively, communicate confidently, and manage priorities in a fast‑paced environment.
• Showcase learning agility, thorough regulatory due diligence, and ability to integrate client‑specific strategies.

• Strong computer skills with the ability to multitask in a demanding environment.
• At least three years of experience in a financial service or sales role with proven goal achievement.
• Additional professional designations such as CFP or CRPC.
• Insurance licenses.

High School Diploma, GED, or equivalent secondary education.

• Advisory, Account Management, Client Experience, Branding, Customer & Client Focus, Oral Communications, Issue Management, Client Solutions Advisory, Pipeline Management, Active Listening, Attention to Detail, Risk Management, Policies, Procedures & Guidelines, Client Management, Causation Analysis, Written Communications.

1st shift, United States of America. Hours per week: 40.

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