Financial Advisor / Small Business Specialist

Job Description

Financial Advisor / Small Business Specialist | Bank of America

The Tone:
This is a full-time in-person role at Bank of America, located in the United States. Bank of America’s core mission is to empower financial lives by fostering meaningful connections and delivering exceptional value to clients, teammates, communities, and shareholders. This position is vital for building and deepening client relationships by providing expert financial advice and tailored solutions, directly supporting the bank’s commitment to Responsible Growth and community impact.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: United States (In-person)

• Team: Works within a financial center team, partnering with leaders and associates.
• Mission: To deliver specialized and personalized financial services and expert advice to financial center clients across borrowing and banking solutions, tailored to their life plans, with a focus on small businesses.

What You’ll Actually Do
• Financial Advice: Recommend financial advice and guidance that aligns with client financial goals and needs.
• Relationship Management: Build and deepen relationships with new and existing clients by leveraging the full capabilities of the bank.
• Needs Analysis: Analyze client financial needs and apply knowledge of borrowing and banking to recommend alternative or additional financial services.
• Client Engagement: Connect with clients through outreach and pipeline management activities and conduct consistent follow-up routines.
• Team Collaboration: Partner with financial center leaders and performance managers to provide specialized guidance and coaching to financial center associates.

The Must-Haves
• Background: High School Diploma / GED / Secondary School or equivalent, combined with demonstrated success in business-to-business (B2B) sales and/or small business banking.
• Experience: A proven history of achieving sales targets, strong ability to manage the full client end-to-end experience and resolve complex issues, and experience with outbound phone sales.
• Skills: Client Management, Client Solutions Advisory, Risk Management, Pipeline Management, Relationship Building.
• Bonus: Experience with financial information, spreadsheets, and strong financial skills; experience with in-person customer service and sales, particularly with small business clients; a working knowledge of small business products and services; and proficiency in a second language.