Financial Solutions Advisor Registration Candidate - Indianapolis Market

Bank of America • Indianapolis, IN

13d • Onsite

About The Position

At Bank of America, this role provides comprehensive advice and customized solutions to help clients achieve their financial goals. The advisor triages client leads and requests, refers clients to business partners based on their needs and asset thresholds, and meets with clients to review financial and investment goals and recommend products. The position includes developing 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 and may involve residential mortgage loan origination. Employees in mortgage loan origination must register with the federal registry system, submit to the required SAFE Act background check, and maintain registration 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 Indianapolis market; the specific financial center will be determined by business needs. The employee will initially train at one financial center and may then work in a phone-based capacity until a financial center within a reasonable commuting distance is identified, to the extent permitted by applicable law. Bank of America describes its culture as inclusive and supportive of teammate development and wellness, and states that it is committed to an in-office culture with role- and business-based flexibility.

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.
• Must register with the federal registry system and submit to the required SAFE Act background check; must maintain SAFE Act 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, including stocks, bonds, mutual funds, and annuities, as well as banking and money-managed 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.

Benefits

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

What This Job Offers

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