Financial Solutions Advisor Consumer Investments
Bank of America • Wesley Chapel, FL2d • Onsite
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Financial Solutions Advisor Consumer Investments - West Charlotte Market
Bank of America•Wesley Chapel, FL
•Onsite
About The Position
At Bank of America, this role provides comprehensive advice and customized solutions to help clients achieve their financial goals. The advisor triages client leads, makes referrals to business partners based on client needs and asset thresholds, meets with clients to review financial and investment goals, builds financial plans, and recommends brokerage products. The position also involves applying and expanding knowledge through required licenses and training. The advisor may be responsible for residential mortgage loan origination and is subject to SAFE Act registration requirements, including registration with the federal registry system and a required background check. Employees must maintain good standing; failure to obtain or maintain registration may result in disciplinary action, up to and including termination. Bank of America describes its workplace as inclusive and committed to an in-office culture that supports collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs. This position is scheduled for 40 hours per week, Monday through Friday and rotating Saturdays, on first shift. The posting lists multiple locations but notes that there is not an immediate opening for every listed location.
Requirements
- Currently holds 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.
- 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 all clients.
- Manages goals, navigates complexity, prioritizes tasks, and executes in a fast-paced environment.
- Willingness to learn, adapt to new information, and seek appropriate solutions for clients.
- Efficiently manages time and capacity.
- Incorporates relevant regulatory due diligence into daily activities and long-term client strategies.
- Able to work Monday through Friday and rotating Saturdays.
- High school diploma, GED, secondary school, or equivalent.
- Able to complete SAFE Act registration and required background check and 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, annuities, and banking and money-managed 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 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.
- Coach and provide feedback to referral partners based on knowledge of client needs and potentially recommended product services.
- Complete required licenses and training to apply and expand job-related knowledge.
- Register with the federal registry system and complete the required SAFE Act background check; maintain SAFE Act registration in good standing.
Benefits
- Affordable, competitive, and flexible benefits supporting teammates’ physical, emotional, and financial wellness.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Job Search Resources
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