Financial Solutions Advisor

Position: Financial Solutions Advisor at Bank of America
Elevate your financial advisory career with Bank of America as a Financial Solutions Advisor. This role focuses on providing customized financial strategies and promotes collaborative client relations.

In this position, you are responsible for advising clients on their financial goals, leveraging your knowledge of diverse investment products, and building tailored financial plans. You will engage potential clients, triage requests, and make strategic referrals to enhance client services. The ideal candidate thrives in an empowered, goal-focused environment and actively participates in ongoing training to comply with SAFE Act registration.

Key Responsibilities:

• Develop financial plans utilizing brokerage products

• Recommend banking strategies aligned with client objectives

• Triage client requests for internal referrals

• Mitigate risks as part of daily operations

• Engage and identify potential new clients

Requirements:

• Holds Series 7 & 66 licenses or comparable

• Minimum one year of experience in investments

• Proven record in financial services or sales

• Strong ability to build relationships with clients

• Effective communicator with multitasking skills

Leverage your investment knowledge and client service expertise to contribute to Bank of America's success.
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