Financial Solutions Advisor - Central Valley Area

Bank of America • Visalia, CA

1d • $70,000 - $80,000 • Onsite

About The Position

At Bank of America, the Financial Solutions Advisor provides comprehensive advice and customized solutions to help clients achieve their financial goals. The role involves triaging client leads, referring clients to appropriate business partners based on their needs and asset thresholds, reviewing financial and investment goals, developing financial plans, and recommending brokerage products. The advisor applies and expands their knowledge through required licenses and training.

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

The role is scheduled Monday through Friday, with rotating Saturdays, and is a first-shift position scheduled for 40 hours per week. Bank of America describes its culture as inclusive and supportive of teammates’ physical, emotional, and financial wellness. The company maintains an in-office culture, with flexibility based on role responsibilities and business needs. The role is open across the market; the specific Financial Center location will depend on business needs. The employee will train at one financial center and may initially work in a phone-based capacity until a location within a reasonable commuting distance is determined, to the extent permitted by law.

The annualized salary range is $70,000–$80,000, with offers based on experience, education, and skill set. The role is eligible for a formulaic incentive plan, with incentives based on performance against defined metrics. The position is benefits eligible and includes access to paid time off and employee resources and support.

Requirements

• Currently hold Series 7 and Series 66 licenses, or Series 63 and Series 65 in lieu of Series 66. A candidate with either Series 63 or Series 65 but not Series 66 may receive an offer conditioned on passing the missing series within 60 days.
• At least one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• At least one year of experience in the financial services industry and/or a sales environment where goals were met or exceeded.
• Set and accomplish goals.
• Build and nurture strong relationships.
• Collaborate effectively with others.
• Communicate effectively and confidently and feel comfortable engaging with all clients.
• Manage goals, navigate complexity, prioritize tasks, and execute in a fast-paced environment.
• Be willing to learn, adapt to new information, and seek appropriate solutions for clients.
• Manage time and capacity efficiently.
• Incorporate relevant regulatory due diligence into daily activities and long-term client strategies.
• Meet SAFE Act registration requirements, including the required registration and background check, and maintain good standing.
• High school diploma, GED, secondary school qualification, or equivalent.

Nice To Haves

• Strong computer skills and ability to multitask in a demanding environment.
• At least three years of experience in the financial services industry and/or a sales environment where goals were met or exceeded.
• Additional professional designations, such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Insurance licenses.

Responsibilities

• Work with clients to plan short- and long-term financial goals by building financial plans using brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money-managed 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 their 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.
• Provide coaching and feedback to referral partners based on knowledge of client needs and potentially recommended product services.
• Complete required licenses and training.

Benefits

• Benefits eligibility.
• Access to paid time off.
• Resources and support for employees.
• Eligibility to participate in a formulaic incentive plan, with incentives based on performance against defined metrics.
• 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