Financial Solutions Advisor - Mid Atlantic Region

Bank of America • Charlottesville, VA

22h • $65,000 - $75,000 • 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 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 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 based at one of the listed Bank of America financial centers in Charlottesville, Dumfries, Mechanicsville, or Richmond, Virginia. It is a first-shift role with 40 hours per week. The listed annualized salary range is $65,000–$75,000, with offers determined by experience, education, and skill set. The role is eligible for a formulaic incentive plan and benefits, including access to paid time off. Bank of America describes an in-office culture with expectations and flexibility based on role responsibilities and business needs.

Requirements

• Currently hold Series 7 and Series 66 licenses, or Series 63 and Series 65 in lieu of Series 66. If holding either Series 63 or Series 65 but not Series 66, an offer may be extended on the condition that the missing series is passed within 60 days.
• At least one year of experience working in the financial services industry and/or in 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 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 and background-check requirements if engaged in residential mortgage loan origination.
• High school diploma, GED, secondary school qualification, or equivalent.

Nice To Haves

• At least one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• Strong computer skills and ability to multitask in a demanding environment.
• 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 such as stocks, bonds, mutual funds, and annuities, as well as banking and money-managed 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.
• Complete required licenses and training.

Benefits

• Access to paid time off.
• Benefits eligibility.
• Formulaic incentive-plan participation, with incentives based on performance against defined metrics.

What This Job Offers

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