Financial Solutions Advisor Consumer Investments - Jones Bridge Financial Center

Bank of America • Alpharetta, GA

10d • Onsite

About The Position

At Bank of America, the Financial Solutions Advisor helps clients achieve financial goals by providing comprehensive advice and customized solutions. The role involves triaging client leads, meeting with clients to review financial and investment goals, building financial plans, recommending brokerage products, and referring clients to business partners according to their needs and asset thresholds. Advisors apply and expand their knowledge by completing required licenses and trainings. The position may involve residential mortgage loan origination and requires SAFE Act registration and a satisfactory background check; failure to obtain or maintain registration may result in disciplinary action, up to and including termination.

The role is based in an in-office culture intended to support collaboration, engagement, and career development. The schedule is Monday through Friday with rotating Saturdays, on first shift, for 40 hours per week.

Requirements

• Currently hold Series 7 and Series 66 licenses, or Series 63 and Series 65 in lieu of Series 66.
• At least one year of investment-industry experience, including investment training and in-depth knowledge of investment products and services.
• At least one year of experience in financial services and/or a sales environment where goals were met or exceeded.
• Set and accomplish goals.
• Build and nurture strong relationships.
• Collaborate effectively with others.
• Communicate effectively and confidently and feel comfortable engaging with all clients.
• Manage goals, navigate complexity, prioritize tasks, and execute in a fast-paced environment.
• Be willing to learn, adapt to new information, and seek appropriate solutions for clients.
• Manage time and capacity efficiently.
• Incorporate relevant regulatory due diligence thoughtfully into daily activities and long-term client strategies.
• Be able to work Monday through Friday and rotating Saturdays.
• Complete required licenses and trainings.
• Register under the SAFE Act and submit to the required background check.

Nice To Haves

• Strong computer skills and ability to multitask in a demanding environment.
• Three or more years of experience in financial services and/or a sales environment where goals were met or exceeded.
• Additional professional designation such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Insurance licenses.

Responsibilities

• Work with clients to plan short- and long-term financial goals by building financial plans using brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money-managed solutions.
• Recommend banking and investment strategies aligned with clients’ financial goals and needs.
• Triage client requests and refer clients to appropriate internal service providers based on client needs and asset thresholds.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals or financial center clientele.
• Provide coaching and feedback to referral partners based on knowledge of client needs and potentially suitable product services.

Benefits

• Affordable, competitive, and flexible benefits supporting teammates’ physical, emotional, and financial wellness.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED