Financial Solutions Advisor Registration Candidate - Indianapolis Market

Bank of America • Indianapolis, IN

19h

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 includes triaging client leads, referring clients to business partners based on their needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. The advisor is expected to build and expand knowledge by completing required licenses and training.

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

The position is open across the Indianapolis market, with the specific Financial Center assignment determined by business needs. After training at one financial center, the employee may initially work in a phone-based capacity until an appropriate location within a reasonable commuting distance is determined, to the extent permitted by applicable law. Bank of America describes its approach as an in-office culture 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.
• Results-driven mindset while prioritizing client 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; employees must maintain registration in good standing.

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

• Work 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.
• 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.
• Complete required licenses and training to apply and expand job-related knowledge.

Benefits

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

What This Job Offers

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