Financial Solutions Advisor Registration Candidate- Williamette Valley Market

Bank of America • Eugene, OR

1d

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 reviewing clients’ financial and investment goals, recommending appropriate products and strategies, triaging client leads and requests, and referring clients to internal partners based on their needs and asset thresholds. Advisors may use brokerage products such as stocks, bonds, mutual funds, and annuities, as well as banking and money management solutions.

The position may involve residential mortgage loan origination and therefore requires SAFE Act registration, including registration with the federal registry and completion of the required background check. Employees must obtain and maintain the required registration; failure to do so may result in disciplinary action, up to and including termination. The role also requires completing applicable licenses and training.

The position is open across the market, and the specific Financial Center location will be determined by business needs. An employee may train at one Financial Center and initially work in a phone-based capacity until a suitable Financial Center location within reasonable commuting distance is identified, to the extent permitted by applicable law. The job is first shift and is listed as 40 hours per week.

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.
• High school diploma, GED, secondary school qualification, or equivalent.
• SAFE Act registration and completion of the required SAFE Act background check.

Nice To Haves

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

Responsibilities

• Work with clients to plan short- and long-term financial goals by developing financial plans using brokerage products, banking solutions, and money management solutions.
• Recommend banking and investment strategies that align 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.

Benefits

• Affordable, competitive, and flexible benefits
• Support for teammates’ physical, emotional, and financial wellness
• Opportunities to learn, grow, and develop a career

What This Job Offers

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