Financial Solutions Advisor - Utah South Market - Spanish Preferred

Bank of America • West Jordan, UT

7d • 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 needs and asset thresholds, reviewing financial and investment goals, building financial plans, and recommending brokerage products. Advisors apply and expand their knowledge by completing required licenses and training.

The position may involve residential mortgage loan origination and therefore requires SAFE Act registration and a background check. Employees must maintain good standing in the federal registry; failure to obtain or maintain registration may result in disciplinary action, up to and including termination. The position is open across the Utah South Market, and the specific Financial Center assignment depends on business needs. A new hire will train at one financial center and may initially work in a phone-based capacity until a financial center within a reasonable commuting distance is identified, as permitted by applicable law.

Bank of America describes an in-office culture intended to support collaboration, engagement, and career development, with role-specific flexibility based on responsibilities and business needs. The schedule is 40 hours per week, Monday through Friday, with rotating Saturdays, on first shift.

Requirements

• Currently holds Series 7 and Series 66 licenses, or Series 63 and Series 65 in lieu of Series 66.
• 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.
• Sets and accomplishes goals.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to get things done.
• Communicates effectively and confidently and is comfortable engaging with all clients.
• Manages goals, navigates complexity, prioritizes tasks, and executes in a fast-paced environment.
• Learns, adapts to new information, and seeks appropriate solutions for clients.
• Efficiently manages time and capacity.
• Thoughtfully incorporates relevant regulatory due diligence into daily activities and long-term client strategies.
• Must be able to work Monday through Friday and rotating Saturdays.
• Must obtain and maintain SAFE Act registration and complete the required background check if engaged in residential mortgage loan origination.

Nice To Haves

• Strong computer skills and ability to multitask in a demanding environment.
• Three or more years of experience in the financial services industry and/or a sales environment where goals were met or exceeded.
• Additional professional designation such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Insurance licenses.
• Spanish language skills are preferred.

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 them 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.
• Coaches and provides feedback to referral partners based on knowledge of client needs and potentially appropriate product services.

Benefits

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

What This Job Offers

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