Introduction
At Bank of America, we are committed to helping individuals and communities thrive. As a Financial Solutions Advisor, you will have the opportunity to deliver customized financial solutions, guide clients in achieving their financial goals, and make a meaningful impact. With a focus on diversity, inclusion, and professional development, Bank of America provides a supportive environment where you can excel and grow your career.
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Role Overview
The Financial Solutions Advisor role is designed for finance professionals looking to provide tailored advice and investment solutions to clients. This role emphasizes relationship building, risk management, and helping clients meet their short and long-term financial goals through personalized plans and recommended brokerage products such as stocks, bonds, mutual funds, annuities, and more.
Key Responsibilities
- Work with clients to build customized financial plans that align with their goals.
- Recommend investment and banking strategies, including a variety of brokerage products.
- Handle client leads, triage requests, and make referrals to internal service providers based on needs and asset thresholds.
- Provide financial coaching and feedback to referral partners to better serve client needs.
- Ensure compliance with the SAFE Act registration requirements for loan origination.
- Mitigate risk in day-to-day activities and adhere to internal policies and guidelines.
- Identify potential new clients through referrals or existing customer relationships.
Skills and Qualifications
- Proven expertise in account management, client advisory, and financial planning.
- Strong communication skills (oral and written) and active listening abilities.
- Detail-oriented with excellent risk management and problem-solving skills.
- Proficiency in branding, pipeline management, and customer-focused solutions.
- Ability to analyze complex financial scenarios and create actionable plans.
- Familiarity with policies, procedures, and guidelines related to financial advising.
- Experience with managing client relationships and delivering high-quality customer experiences.
Why Join Bank of America?
At Bank of America, we are dedicated to Responsible Growth by creating an inclusive environment and offering meaningful career opportunities. As a Financial Solutions Advisor, you will gain access to world-class resources, training programs, and the chance to work with a diverse client base. Our commitment to employee wellness, professional development, and community impact makes Bank of America a Great Place to Work.
How to Apply
Take the next step in your financial career by joining Bank of America as a Financial Solutions Advisor. If you’re passionate about helping clients achieve financial success, apply now to become part of a team that values innovation, inclusion, and excellence.