Financial Solutions Advisor Registration Candidate - Birmingham Market

Bank of America • Gardendale, AL

6d • Onsite

About The Position

At Bank of America, the Financial Solutions Advisor helps clients pursue 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 review financial and investment goals and recommend suitable 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 must register with the federal registry system and remain in good standing, including completing the required background check. Failure to obtain or maintain registration may result in disciplinary action, up to and including termination.

The position is open across the Birmingham market, with the specific Financial Center location determined by business needs. The successful candidate will train at one Financial Center and may initially work in a phone-based capacity until a location within a reasonable commuting distance of home is determined, to the extent permitted by applicable law. The role follows a Monday-through-Friday schedule with rotating Saturdays, works 40 hours per week, and is assigned to first shift.

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 credential, or equivalent.
• Must complete SAFE Act registration and the required background check and maintain registration 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

• Works 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.
• Recommends banking and investment strategies aligned with clients’ financial goals and needs.
• Triages client requests and refers clients to appropriate internal service providers based on client needs and asset thresholds.
• Mitigates and controls risk as part of daily activities.
• Identifies and engages potential new clients through referrals or Financial Center clientele.
• Completes required licenses and training.

What This Job Offers

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