Financial Solutions Advisor Registration Candidate - North Park Financial Center

Bank of America • Lexington, KY

4d • Onsite

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 involves reviewing clients’ financial and investment goals, recommending appropriate products and strategies, triaging client leads and requests, and referring clients to business partners according to their needs and asset thresholds. Solutions may include brokerage products such as stocks, bonds, mutual funds, and annuities, as well as banking and money management solutions.

The advisor identifies potential clients through referrals and financial center clientele, builds client relationships, and manages risk in daily activities. The role requires completing required licenses and training. It may involve residential mortgage loan origination and therefore requires SAFE Act registration, including the required background check, and maintaining good standing in the federal registry. Failure to obtain or maintain registration may result in disciplinary action, up to and including termination.

Bank of America describes its culture as focused on Responsible Growth, inclusion, collaboration, career development, and teammate well-being. The company is committed to 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.
• SAFE Act registration and required background check for this position.

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, banking solutions, and money management 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 and, when applicable, obtain and maintain SAFE Act registration.

Benefits

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

What This Job Offers

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