Financial Solutions Advisor Registration Candidate- ORACLE LIMBERLOST

Bank of America • Tucson, AZ

17d

About The Position

At Bank of America, the Financial Solutions Advisor provides comprehensive advice and customized solutions to help clients achieve financial goals. The role involves triaging client leads, referring clients to business partners based on their needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. The advisor applies and expands their knowledge by completing required licenses and training.

The position may involve residential mortgage loan origination and is subject to SAFE Act registration requirements. Employees engaged in residential mortgage loan originations must register with the federal registry system, complete the required background check, and remain in good standing. Failure to obtain or maintain registration may result in disciplinary action, up to and including termination.

The position is open across the entire market. The specific Financial Center location will be determined based on business needs. If hired, 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 their home is determined, to the extent permitted by applicable law. Bank of America describes an in-office culture, with expectations and 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.
• High school diploma, GED, secondary school education, or equivalent.
• Register with the federal registry system and complete the required SAFE Act background check if engaged in residential mortgage loan origination; maintain SAFE Act registration in good standing.

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 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 them to appropriate internal service providers based on client 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.
• Meet with clients to review financial and investment goals and recommend products.
• 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