Financial Solutions Advisor Registration Candidate- Sunset Esplenade

Bank of America•Hillsboro, OR

8d•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 appropriate business partners based on their needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend suitable products. The advisor applies and expands their knowledge by completing required licenses and training. The position may involve residential mortgage loan origination and is subject to SAFE Act registration requirements. Employees in this role must register with the federal registry system, complete the required background check, and remain in good standing. Failure to obtain or maintain SAFE Act registration may result in disciplinary action, up to and including termination. Bank of America describes its culture as inclusive and focused on responsible growth, collaboration, career development, and teammate wellness. The company maintains an in-office culture, with flexibility based on role responsibilities and business needs.

Requirements

Aptitude for obtaining required industry licenses.
Self-discipline in managing time and capacity.
Experience cultivating client relationships, assessing needs, and recommending solutions.
Ability to build strong peer relationships through effective communication and collaboration.
A results-driven mindset while prioritizing clients’ interests in a complex, fast-paced environment.
Ability to execute multiple tasks simultaneously.
Ability to learn and adapt to new technology or applications.
Spanish bilingual proficiency is required.
High school diploma, GED, secondary school, or equivalent.

Nice To Haves

Currently holds FINRA Securities Industry Essentials (SIE).
Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.

Responsibilities

Work with clients to plan short- and long-term financial goals by building financial plans using brokerage products such as stocks, bonds, mutual funds, and annuities, as well as banking and managed-money 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 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.