Financial Solutions Advisor - Indianapolis Market

Bank of America • Indianapolis, IN

3d

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, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building financial plans, and recommending brokerage products. The advisor is expected to apply and expand their knowledge by completing required licenses and training.

The position may involve residential mortgage loan origination and requires SAFE Act registration, including maintaining good standing in the federal registry system and completing the required background check. Failure to obtain or maintain registration may result in disciplinary action, up to and including termination.

The role is open across the Indianapolis market, and the specific Financial Center location will be determined by business needs. The selected candidate 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, as permitted by applicable law. Bank of America describes its work culture as in-office, 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.
• 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 be 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.
• Efficiently manage time and capacity.
• Thoroughly and thoughtfully incorporate relevant regulatory due diligence into daily activities and long-term client strategies.
• Be able to work Monday through Friday and rotating Saturdays.
• High school diploma, GED, secondary school education, or equivalent.

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 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 that align 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 appropriate product services.

Benefits

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

What This Job Offers

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