Financial Solutions Advisor

Responsibilities

• Provide financial advice and customized solutions to clients inheriting assets via a phone-based platform
• Build comprehensive financial plans using brokerage products, including stocks, bonds, mutual funds, and annuities
• Conduct meaningful, consultative conversations to uncover client needs and help them achieve long-term financial goals
• Manage the end-to-end client experience, including issue resolution, research, and client retention
• Triage client requests and make appropriate referrals to internal business partners based on asset thresholds
• Mitigate and control risk by adhering to internal and regulatory policies, procedures, and processes

Requirements

• Active Series 7 and Series 66 licenses (or ability to obtain Series 66 within 90 days)
• 1-2+ years of financial advisory or investment experience within the financial services industry
• Proven experience in a sales environment where goals were consistently met or exceeded
• Strong consultative communication skills and the ability to engage clients confidently
• Ability to manage client issues and provide high-quality service in a fast-paced environment

Preferred Qualifications

• Bachelor's degree in a business-related discipline
• Strong computer skills and the ability to multitask effectively

About the Company

Bank of America is guided by a common purpose to help make financial lives better through the power of every connection. We are committed to driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. We strive to be a diverse and inclusive workplace that supports the physical, emotional, and financial well-being of our employees.