Financial Solutions Advisor Registration Candidate - Utah South Market - Spanish Required

Bank of America • West Jordan, UT

5d

About The Position

At Bank of America, the Financial Solutions Advisor helps clients make progress toward their financial goals by providing comprehensive advice and customized solutions. The role includes triaging client leads, referring clients to business partners based on their needs and asset thresholds, and meeting with clients to discuss financial and investment goals and recommend appropriate products. Advisors build financial plans using brokerage products such as stocks, bonds, mutual funds, and annuities, as well as banking and money-managed solutions.

The role requires completing required licenses and training while applying and expanding relevant knowledge. It may involve residential mortgage loan origination and therefore requires SAFE Act registration, a required background check, and maintenance of good standing in the federal registry. Failure to obtain or maintain registration may result in disciplinary action, up to termination.

The position is open across the market, with the specific Financial Center location determined by business needs. The 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 home is identified, to the extent permitted by applicable law. Bank of America describes its workplace approach as an in-office culture, with flexibility based on role 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.
• Bilingual English and Spanish proficiency, both verbal and written.
• High school diploma, GED, secondary school qualification, or equivalent.
• Must register under the SAFE Act, complete the required background check, and maintain registration in good standing if engaged in residential mortgage loan origination.

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, 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.
• Complete required licenses and training.

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