Financial Solutions Advisor Registration Candidate - Utah North Market

Bank of America • Salt Lake City, UT

1d • Onsite

About The Position

At Bank of America, the Financial Solutions Advisor provides comprehensive advice and customized solutions to help clients achieve their financial goals. The role involves triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. The advisor applies and expands their knowledge by completing required licenses and training.

The position may involve residential mortgage loan origination and is subject to SAFE Act registration requirements. Employees must register with the federal registry system, complete the required background check, and remain in good standing; failure to obtain or maintain registration may result in disciplinary action, up to and including termination.

The position is open across the entire Utah North market, with the specific Financial Center location determined by business needs. An employee will train at one financial center and may initially work in a phone-based capacity until a financial center within a reasonable commuting distance of their home is determined, to the extent permitted by applicable law.

Bank of America describes its culture as inclusive and supportive of teammates’ career development and physical, emotional, and financial wellness. The company is committed to an in-office culture that supports collaboration, engagement, and career development, with role-specific flexibility based on responsibilities and business needs.

Requirements

• Aptitude for obtaining required industry licenses.
• Self-discipline in managing time and capacity.
• Experience cultivating client relationships, assessing needs, and recommending solutions.
• Ability to build strong peer relationships through effective communication and collaboration.
• A results-driven mindset while prioritizing clients’ interests in a complex, fast-paced environment.
• Ability to execute multiple tasks simultaneously.
• Ability to learn and adapt to new technology or applications.
• Must complete and maintain SAFE Act registration and pass the required SAFE Act background check if engaged in residential mortgage loan origination.

Nice To Haves

• Currently holds FINRA Securities Industry Essentials (SIE).
• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.

Responsibilities

• Works with clients to plan short- and long-term financial goals by building financial plans using brokerage products, such as stocks, bonds, mutual funds, and annuities, as well as banking and money-managed solutions.
• Recommends banking and investment strategies aligned with clients’ financial goals and needs.
• Triages client requests and refers clients to appropriate internal service providers based on their 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.
• Completes required licenses and training.

Benefits

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

What This Job Offers

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