Financial Solutions Advisor Registration Candidate-Richmond-Manchester Financial Center

Bank of America • Richmond, VA

6d • Onsite

About The Position

At Bank of America, the Financial Solutions Advisor helps clients pursue their financial goals by providing comprehensive advice and customized solutions. The role involves triaging client leads, meeting with clients to review financial and investment goals, recommending appropriate products, and making referrals to internal business partners based on client needs and asset thresholds. Advisors develop financial plans using brokerage products such as stocks, bonds, mutual funds, and annuities, as well as banking and money-managed solutions.

The position requires completing required licenses and training and may involve residential mortgage loan origination. Employees engaged in residential mortgage loan originations must register with the federal registry system, complete the required SAFE Act background check, and remain in good standing. Failure to obtain or maintain registration may result in disciplinary action, up to and including termination.

Bank of America describes its workplace as committed to responsible growth, inclusion, teammate development and wellness, performance recognition, and community impact. The company has an in-office culture with role-specific attendance requirements and some flexibility. This role is based at the Richmond Manchester Financial Center in Richmond, Virginia, is first shift, and is scheduled for 40 hours per week. It pays $28.85–$33.65 per hour, with offers determined by experience, education, and skill set. Compensation is base salary and is not incentive eligible. The role is benefits eligible, and the company notes that it provides paid time off.

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 create 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.
• High school diploma, GED, secondary school, or equivalent.
• SAFE Act registration and the required background check are required for employees engaged in residential mortgage loan originations.

Nice To Haves

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

Responsibilities

• Work with clients to plan short- and long-term financial goals by building financial plans using brokerage products, banking solutions, 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 their 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.
• Meet with clients to review financial and investment goals and recommend products.
• Complete required licenses and training.

Benefits

• Benefits eligible.
• Paid time off.
• Resources and support for employees.

What This Job Offers

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