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

Bank of America • West Jordan, UT

3d • Onsite

About The Position

At Bank of America, the role supports the company’s purpose of improving financial lives through responsible growth, client service, and an inclusive culture. The company describes an in-office culture focused on collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs.

The Financial Solutions Advisor provides comprehensive advice and customized solutions to help clients achieve financial goals. The role involves triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to discuss financial and investment goals, and recommending products. The advisor is expected to complete required licenses and training and may be responsible for residential mortgage loans. This role requires SAFE Act registration and a background check; failure to obtain or maintain registration may result in disciplinary action, including termination.

The position is open across the entire Utah South Market. The financial center assignment will depend on business needs. After training at one financial center, the employee 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. This is a first-shift position for 40 hours per week and requires English and Spanish proficiency.

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.
• Verbal and written proficiency in both English and Spanish.
• High school diploma, GED, secondary school, or equivalent.
• Registration with the federal SAFE Act registry and completion of the required SAFE Act background check.

Nice To Haves

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

Responsibilities

• Build financial plans with clients to address short- and long-term goals using brokerage products such as stocks, bonds, mutual funds, and annuities, as well as banking 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.

Benefits

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

What This Job Offers

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