Financial Solutions Advisor - Indianapolis Market

Bank of America • Indianapolis, IN

1d • 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 meets with clients to review goals, builds financial plans, recommends brokerage products and banking and investment strategies, triages client requests, and refers clients to appropriate internal partners based on their needs and asset thresholds. The role also involves identifying potential new clients, supporting referral partners with coaching and feedback, and managing risk in daily activities.

The position requires maintaining the applicable securities licenses and completing required training. It may involve residential mortgage loan origination and is subject to SAFE Act registration and background-check requirements; employees must maintain good standing in the federal registry. The position is open across the Indianapolis market. The initial training location and eventual financial center assignment are based on business needs; the role may begin in a phone-based capacity while a suitable financial center location is determined. The position requires a Monday-through-Friday schedule and rotating Saturdays, with a first shift and 40 hours per week.

Requirements

• Currently hold 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 financial services 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.
• Be able to work Monday through Friday and rotating Saturdays.
• Meet SAFE Act registration and background-check requirements for applicable residential mortgage loan origination responsibilities.

Nice To Haves

• Strong computer skills and the ability to multitask in a demanding environment.
• Three or more years of experience in financial services 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 that may include stocks, bonds, mutual funds, annuities, banking solutions, 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 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 suitable product services.
• Complete required licenses and training and maintain required SAFE Act registration when engaged in residential mortgage loan origination.

Benefits

• Affordable, competitive, and flexible benefits.
• Support for teammates’ physical, emotional, and financial wellness.
• Opportunities to learn, grow, and build a career.

What This Job Offers

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