Senior Financial Solutions Advisor

Bank of America • Buford, GA

2d • Onsite

About The Position

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! FSA provides advice and guidance to clients while helping to deepen investment relationships and serve as Preferred clients primary point of contact within the Financial Center. The FSA will identify, profile and meet with clients to analyze and review financial goals. Engages customers in the lobby for delivery of store value proposition. The FSA will triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds. Participates in on-going training and interaction with the Merrill Lynch Wealth Complex. The role is a bridge between banking and brokerage, therefore the FSA must have a general awareness of core banking and investment solutions. The FSA should be able to provide an enterprise product view for our clients, executing referrals across banking and brokerage lines. Demonstrates proficiency with appropriate financial center systems and roadmap experience to offer enterprise-wide solutions to client based on clients life priorities. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Requirements

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
• Completion of the FSA development program for Senior FSA and meeting the minimum criteria.
• Must maintain a minimum of $50 mil in AUM on their current book.
• Must maintain a minimum of 250 Households.
• Minimum of 2 years in role as a Financial Solutions Advisor.
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Minimum of two years of experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• One year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Sets and accomplishes goals, achieving whatever you put your mind to.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to get things done.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
• Likes to learn, adapts to new information and seeks the right solutions for clients.
• Efficiently manages your time and capacity.
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.

Nice To Haves

• Strong computer skills with an ability to multitask in a demanding environment.
• Obtained insurance licenses.

Responsibilities

• Provides advice and guidance to clients while helping to deepen investment relationships and serve as Preferred clients primary point of contact within the Financial Center.
• Identifies, profiles and meets with clients to analyze and review financial goals.
• Engages customers in the lobby for delivery of store value proposition.
• Triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds.
• Participates in on-going training and interaction with the Merrill Lynch Wealth Complex.
• Provides an enterprise product view for our clients, executing referrals across banking and brokerage lines.
• Demonstrates proficiency with appropriate financial center systems and roadmap experience to offer enterprise-wide solutions to client based on clients life priorities.
• Responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements.

Benefits

• Affordable, competitive and flexible benefits

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed