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Financial Solutions Advisor – Livingston – Northfield

Bank of America at a glance

bankofamerica.com
  • Founded 1998
  • Employees 209000
  • Ticker BAC
BAC 58.30 USD +2.32%
  • Revenue (FY2025) $113.10B
  • Net income $30.51B

Investor research: Yahoo Finance · SEC filings

Source: Wikipedia

Bank of America

Bank of America is hiring a Financial Solutions Advisor in Livingston, Livingston Parish for a full-time position. In this role, you'll deliver personalized financial guidance to individuals and families, helping them achieve their financial goals through a comprehensive range of banking and investment products.

About the Role

As a Financial Solutions Advisor at this Livingston location, you'll partner with clients to understand their financial needs and recommend tailored solutions. You'll build lasting client relationships in our Northfield branch while contributing to our commitment to responsible growth and inclusive financial access in the Livingston, Livingston Parish community.

What You'll Do

  • Assess client financial situations and objectives to recommend appropriate banking products and services
  • Open accounts, process applications, and guide clients through account onboarding
  • Educate clients on checking, savings, credit, lending, and investment options
  • Identify and communicate product benefits that address individual customer needs
  • Maintain compliance with all banking regulations and internal policies
  • Build client portfolios through relationship development and consultative engagement
  • Deliver exceptional customer service and represent Bank of America professionally

What We're Looking For

  • High school diploma or equivalent; bachelor's degree preferred
  • Strong communication and interpersonal skills
  • Ability to explain complex financial concepts clearly to diverse audiences
  • Customer service experience in banking, sales, or related financial field
  • Proficiency with banking systems and Microsoft Office
  • Willingness to obtain banking licenses and certifications as required
  • Reliable, detail-oriented, and collaborative work approach

About Bank of America

Bank of America is committed to making financial lives better through meaningful client connections. Our culture emphasizes inclusive practices and responsible growth across all communities we serve.

How to Apply

To apply, complete your application directly on this page, or you'll be redirected to the employer's application platform to finish submitting there.

To apply for this job please visit www.adzuna.com.

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Working in Livingston, West Lothian

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Livingston is the largest town in West Lothian, Scotland. Designated in 1962, it is the fourth post-war new town to be built in Scotland. Taking its name from a village of the same name incorporated into the new town, it was originally developed in the then-counties of Midlothian and West Lothian along the banks of the River Almond. It is situated approximately fifteen miles (24 km) west of Edinburgh and thirty miles (48 km) east of Glasgow, and is close to the towns of Broxburn to the north-east and Bathgate to the north-west.

  • Elevation 115m (377 ft)

Job details above are provided by the employer/source. The sections on this page are compiled from public data sources with AI assistance.

Accommodations: if you need a workplace accommodation to apply for or perform this job, see ADA.gov or EEOC.gov for guidance on your rights and how to request one.

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