Teams at Bank of America

This role supports Financial Advisors in enhancing client relationships by managing client interactions, onboarding, and investment strategy meetings while ensuring client satisfaction.

The Financial Solutions Advisor is responsible for providing customized financial advice, building financial plans, and recommending investment products to meet clients' financial goals while ensuring compliance with regulations.

Provide personalized financial advice and investment solutions to clients, triage leads, refer to internal partners, build financial plans, recommend brokerage and banking products, mitigate risk, and pursue new client relationships while maintaining required licenses and registrations.