Financial Solutions Advisor - Green Springs Highway Financial Center

Bank of America • Birmingham, AL

1d • 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, reviewing financial and investment goals, building financial plans, and recommending brokerage products. The advisor applies and expands their knowledge by completing required licenses and training.

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

Bank of America describes its culture as inclusive and focused on collaboration, career development, and teammate wellness. The company has an in-office culture, with flexibility based on role-specific responsibilities and business needs.

Requirements

• Currently holds Series 7 and Series 66 licenses, or Series 63 and 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.
• Likes to learn, adapts to new information, and seeks appropriate solutions for clients.
• Efficiently manages time and capacity.
• Thoroughly and 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.
• High school diploma, GED, secondary school, or equivalent.
• Must complete required licenses and training.
• Must register under the SAFE Act and maintain good standing if engaged in residential mortgage loan originations.

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

• Works with clients to plan short- and long-term financial goals by building financial plans using brokerage products, including stocks, bonds, mutual funds, annuities, banking, and money-managed solutions.
• Recommends banking and investment strategies aligned with clients’ financial goals and needs.
• Triages client requests and refers clients 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.
• Provides coaching and feedback to referral partners based on knowledge of client needs and potentially recommended product services.

What This Job Offers

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