This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making ...
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making ...
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making ...
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making ...
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making ...
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making ...
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making ...
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making ...
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making ...
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making ...
Residential Solutions Advisor
New Castle, DE · On-site
$4.0K/wk
Strong communicator and natural relationship builder, able to consult with customers, understand their needs, and guide them to the right solution. * Adaptable and flexible; you excel in dynamic ...
Residential Solutions Advisor
New Castle, DE · On-site
$4.0K/wk
Strong communicator and natural relationship builder, able to consult with customers, understand their needs, and guide them to the right solution. * Adaptable and flexible; you excel in dynamic ...
Residential Solutions Advisor
New Castle, DE · On-site
$4.0K/wk
Strong communicator and natural relationship builder, able to consult with customers, understand their needs, and guide them to the right solution. * Adaptable and flexible; you excel in dynamic ...
Residential Solutions Advisor
New Castle, DE · On-site
$4.0K/wk
Strong communicator and natural relationship builder, able to consult with customers, understand their needs, and guide them to the right solution. * Adaptable and flexible; you excel in dynamic ...
As an Analytics Solutions Director within Banking & Wealth Management, Consumer & Community Banking, Finance Infrastructure team, you will lead an analytics capability focused on measurement ...
As an Analytics Solutions Director within Banking & Wealth Management, Consumer & Community Banking, Finance Infrastructure team, you will lead an analytics capability focused on measurement ...
Analytics Solutions Director
Wilmington, DE · On-site
$190K - $275K/yr
As an Analytics Solutions Director within Banking & Wealth Management, Consumer & Community Banking, Finance Infrastructure team, you will lead an analytics capability focused on measurement ...
Analytics Solutions Director
Wilmington, DE · On-site
$190K - $275K/yr
As an Analytics Solutions Director within Banking & Wealth Management, Consumer & Community Banking, Finance Infrastructure team, you will lead an analytics capability focused on measurement ...
As an Analytics Solutions Director within Banking & Wealth Management, Consumer & Community Banking, Finance Infrastructure team, you will lead an analytics capability focused on measurement ...
As an Analytics Solutions Director within Banking & Wealth Management, Consumer & Community Banking, Finance Infrastructure team, you will lead an analytics capability focused on measurement ...
Holy Culture is operated by The Corelink Solution, a non-profit 501(c)3 organization that exists to revitalize communities and empower people to reach their potential. Holy Culture is looking for ...
Holy Culture is operated by The Corelink Solution, a non-profit 501(c)3 organization that exists to revitalize communities and empower people to reach their potential. Holy Culture is looking for ...
Holy Culture is operated by The Corelink Solution, a non-profit 501(c)3 organization that exists to revitalize communities and empower people to reach their potential. Holy Culture is looking for ...
Holy Culture is operated by The Corelink Solution, a non-profit 501(c)3 organization that exists to revitalize communities and empower people to reach their potential. Holy Culture is looking for ...
As an Analytics Solutions Director within Banking & Wealth Management, Consumer & Community Banking, Finance Infrastructure team, you willlead an analytics capability focused on measurement ...
As an Analytics Solutions Director within Banking & Wealth Management, Consumer & Community Banking, Finance Infrastructure team, you willlead an analytics capability focused on measurement ...
As an Analytics Solutions Director within Banking & Wealth Management, Consumer & Community Banking, Finance Infrastructure team, you willlead an analytics capability focused on measurement ...
As an Analytics Solutions Director within Banking & Wealth Management, Consumer & Community Banking, Finance Infrastructure team, you willlead an analytics capability focused on measurement ...
US$125k base + Commission The Fraud Solution Sales Executive will possess an in-depth, comprehensive knowledge of Fraud solutions and acts as the leading Fraud business resource for the sales team.
US$125k base + Commission The Fraud Solution Sales Executive will possess an in-depth, comprehensive knowledge of Fraud solutions and acts as the leading Fraud business resource for the sales team.
Job #1245 - Clinical Social Worker - Delaware
$72K - $80K/yr
Clinical Social Worker Health Care Facility Surveyor - Delaware CMS's Long-Term Care Basic Training and SMQT certification are required Impact Recruiting Solutions is currently seeking a Clinical ...
Quick apply
Job #1245 - Clinical Social Worker - Delaware
$72K - $80K/yr
Clinical Social Worker Health Care Facility Surveyor - Delaware CMS's Long-Term Care Basic Training and SMQT certification are required Impact Recruiting Solutions is currently seeking a Clinical ...
The Reporting Solutions team delivers high-touch reporting services to some of the most customized clients in the AMRS region. Using a client-first approach, the team manages the end-to-end ...
The Reporting Solutions team delivers high-touch reporting services to some of the most customized clients in the AMRS region. Using a client-first approach, the team manages the end-to-end ...
The Reporting Solutions team delivers high-touch reporting services to some of the most customized clients in the AMRS region. Using a client-first approach, the team manages the end-to-end ...
The Reporting Solutions team delivers high-touch reporting services to some of the most customized clients in the AMRS region. Using a client-first approach, the team manages the end-to-end ...
Senior Solutions Engineer -Healthcare and Life Sciences
Wilmington, DE · On-site
$171K - $205K/yr
Partnering with your Account Managers to show your customers the true value of a Cloudera solution and drive successful sales * Presenting product roadmap and vision to inspire your customers to ...
Senior Solutions Engineer -Healthcare and Life Sciences
Wilmington, DE · On-site
$171K - $205K/yr
Partnering with your Account Managers to show your customers the true value of a Cloudera solution and drive successful sales * Presenting product roadmap and vision to inspire your customers to ...
As a Pricing Analytics Solutions Associate in Card Pricing Execution Team , you support critical pricing controls by investigating exceptions, improving monitoring, and strengthening end-to-end ...
As a Pricing Analytics Solutions Associate in Card Pricing Execution Team , you support critical pricing controls by investigating exceptions, improving monitoring, and strengthening end-to-end ...
Solution information
What is a solution architect?
What are the key skills and qualifications needed to thrive as a solution architect?
How does a solution architect typically collaborate with other teams during a project lifecycle?
What is the difference between Solution vs Network Engineer?
| Aspect | Solution | Network Engineer |
|---|---|---|
| Required Certifications | Certifications like Cisco, CompTIA, or vendor-specific solutions certifications | CCNA, CCNP, or equivalent networking certifications |
| Work Environment | Designing and implementing technology solutions across various industries | Managing and maintaining network infrastructure in organizations |
| Industry Usage | Used in IT consulting, software development, and enterprise solutions | Primarily in telecommunications, IT services, and corporate networks |
| Common Search/Comparison | Solution vs Network Engineer |
While both roles involve technical expertise, a Solution professional focuses on designing comprehensive technology solutions tailored to client needs, whereas a Network Engineer specializes in configuring, managing, and troubleshooting network infrastructure. Understanding these differences helps in choosing the right career path or job search focus.

Financial Solutions Advisor-Greater Philadelphia Market
Wilmington, DE • On-site
Full-time
Posted 27 days ago
Key responsibilities
Meet with clients to review financial and investment goals and build a financial plan.
Recommend banking and investment strategies that align with client needs and goals.
Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds.
Bank Of America rating
8.3
Based on 537 frontline employees who took The Breakroom Quiz
Job description
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
- Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
- Recommends banking and investments strategies that align with client financial goals and needs
- Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
- Mitigates and controls risk as part of daily activities
- Identifies and engages potential new clients through referrals or financial center clientele
- Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
Required Qualifications:
- Currently holds Series 7 and 66 (or the equivalent 63 and 65 in lieu of 66) licenses
- Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services
- Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
- Sets and accomplishes goals, achieving whatever one sets their mind to
- Builds and nurtures strong relationships
- Collaborates effectively with others to get things done
- Communicates effectively and confidently and is comfortable engaging all clients
- Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment
- Likes to learn, adapts to new information and seeks the right solutions for clients
- Efficiently manages time and capacity
- Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients
- Must be able to work Monday through Friday and rotating Saturdays
Desired Qualifications:
- Strong computer skills with an ability to multitask in a demanding environment
- Three or more years of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
- Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)
- Obtained insurance licenses
Skills:
- Account Management
- Advisory
- Client Experience Branding
- Customer and Client Focus
- Oral Communications
- Active Listening
- Attention to Detail
- Client Solutions Advisory
- Issue Management
- Pipeline Management
- Causation Analysis
- Client Management
- Policies, Procedures, and Guidelines
- Risk Management
- Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
What Bank Of America employees say
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Benefits
Hours and flexibility
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Get the full story on Breakroom
About Bank Of America
Sourced by ZipRecruiter
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Industry
Finance and insurance
Company size
10,000+ Employees
Headquarters location
Charlotte, NC, US