Financial Solutions Advisor Registration Candidate- Williamette Valley Market

Bank of America • Wilsonville, OR

2d • Onsite

About The Position

At Bank of America, this role provides comprehensive advice and customized solutions to help clients achieve their financial goals. The advisor triages client leads, refers clients to business partners based on their needs and asset thresholds, and meets with clients to review financial and investment goals and recommend products. The position may involve residential mortgage loan origination and is subject to SAFE Act registration requirements, including registration with the federal registry system and a required background check. Employees must maintain good standing in SAFE Act registration; failure to obtain or maintain registration may result in disciplinary action, up to and including termination.

The position is open across the Williamette Valley market, though not every listed location has an immediate opening. The specific Financial Center location will be determined by business needs. A new hire 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 home is determined, to the extent permitted by applicable law. The schedule is first shift, 40 hours per week.

Bank of America describes its culture as focused on Responsible Growth, inclusion, collaboration, career development, and teammate physical, emotional, and financial wellness. The company states that it has 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 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.
• Must register with the federal registry system and submit to the required SAFE Act background check; registration must be maintained in good standing.

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 building financial plans using brokerage products such as stocks, bonds, mutual funds, and annuities, as well as banking and managed-money 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 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.

What This Job Offers

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