Financial Solutions Advisor - Portland Metro

Bank of America • Vancouver, BC

8d • $70,000 - $80,000 • Onsite

About The Position

The Financial Solutions Advisor provides comprehensive advice and customized solutions to help clients achieve their financial goals. The advisor triages client leads and requests, refers clients to business partners based on their needs and asset thresholds, reviews clients’ financial and investment goals, builds financial plans, and recommends brokerage, banking, investment, and money-managed solutions. The role also involves identifying prospective clients, supporting referral partners with coaching and feedback, and managing risk in daily activities.

The position requires completing required licenses and training and maintaining Series 7 and Series 66 (or Series 63 and 65) licenses. It may involve residential mortgage loan origination and therefore requires SAFE Act registration and a background check; employees must maintain good standing. The role is based in an in-office culture, with location and financial center assignment determined by business needs. A new hire may train at one financial center and initially work in a phone-based capacity until a suitable center is determined.

The schedule is first shift, 40 hours per week, Monday through Friday with rotating Saturdays. The stated annualized salary range is $70,000 to $80,000, with offers based on experience, education, and skill set. The role is eligible for a formulaic incentive plan and benefits, including paid time off and employee support resources.

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 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 thoughtfully into daily activities and long-term client strategies.
• Be able to work Monday through Friday and rotating Saturdays.
• Meet the minimum education requirement of a high school diploma, GED, secondary school, or equivalent.
• Register under the SAFE Act and complete the required background check; maintain registration in good standing.

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, 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.
• Provide coaching and feedback to referral partners based on knowledge of client needs and potentially appropriate product services.

Benefits

• Benefits eligibility
• Paid time off
• Access to employee resources and support
• Formulaic incentive plan eligibility

What This Job Offers

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