Financial Solutions Advisor II- Atlanta, GA

Financial Solutions Advisor II – Atlanta, GA

Join Bank of America and help make financial lives better by providing comprehensive financial advice and customized solutions that help clients achieve their financial goals.

This role requires triaging client leads, making referrals to business partners, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. You will also apply and expand knowledge by completing required licenses and trainings, and will be subject to SAFE Act registration requirements.

• Works with clients to plan short- and long-term financial goals using brokerage products such as stocks, bonds, mutual funds, annuities, and bank solutions.
• Recommends banking and investment strategies aligned with client goals and needs.
• Triages client requests and refers 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 client needs and potential product services.

• Currently holds Series 7 & 66 licenses (or Series 63 & 65 in lieu of 66).
• At least one year of experience in the investments industry with comprehensive knowledge of investment products.
• Minimum one year of experience in the financial service industry or a sales environment with demonstrated goal attainment.
• Strong goal-setting and execution skills; can manage complexity and prioritize tasks in a fast‑paced environment.
• Excellent relationship building, communication, and client engagement abilities.
• Thorough and thoughtful in incorporating regulatory due diligence into daily activities and long-term strategies.

• Strong computer skills and ability to multitask.
• At least three years of experience in the financial service or sales environment with proven goal attainment.
• Professional designations such as CFP or CRPC.
• Insurance licenses.

• Account Management
• Advisory
• Client Experience Branding
• Customer & Client Focus
• Oral Communications
• Active Listening
• Attention to Detail
• Client Solutions Advisory
• Issue Management
• Pipeline Management
• Causation Analysis
• Client Management
• Policies, Procedures, and Guidelines
• Risk Management
• Written Communications

High School Diploma / GED / Secondary School or equivalent

Entry level

Full-time

Consulting, Information Technology, and Sales

Banking

1st shift (United States of America)

40