National Financial Solutions Advisor ; Lincoln, RI; Series

Job Description:

At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most – whether they are just starting out, buying a home, building a family, or planning for retirement.

As part of our commitment, we are looking for the next generation of Financial Solutions Advisors—those with a passion for growing a long‑term career and a drive to make our clients’ financial lives better.

Through a contact center environment, FSAs leverage the Bank of America and Merrill offering model and collaborate with business partners to provide the full power of the Enterprise by giving advice to help our clients achieve their financial goals; solutions include investment, banking, and lending. FSAs set clear expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship.

• Build a successful career at Bank of America through world‑class training and on‑boarding programs that set you up for success.

• Get training and one‑on‑one coaching from Academy managers who are invested in your success.

• Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.

• Build your network. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.

• Provide end‑to‑end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.

• Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.

• Unlimited potential for financial growth.

• Building a portfolio of clients by providing exceptional client care with industry leading products, services, and education.

• Robust marketing support to reach wider audiences with greater appeal.

• Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.

• Believes in responsible growth and has a proven dedication to supporting the communities we serve.

• Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.

• Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world.

• Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.

• Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)

• Is comfortable in a sales role, finding ways to nurture strong client relationships.

• Communicates clearly and confidently with clients from all walks of life.

• Works well with others and collaborates productively to get things done.

• Can manage complexity, prioritize tasks and execute in a fast‑paced environment.

• Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.

• Efficiently manages your time and capacity.

• Is thorough, and will incorporate relevant regulatory due diligence into daily to‑do’s and long‑term strategies for clients.

• A bachelor’s degree, and 0‑2 years of experience working in the financial service industry and/or a metrics‑based sales environment where goals were met or exceeded.

• Experience assessing client needs, identifying and recommending solutions, and building/managing client relationships.

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

Shift: 1st shift (United States of America)

Hours Per Week: 40

Location: US – RI – Lincoln – 670 George Washington Hwy (RI1541)

Pay and benefits information

Pay range $65,000.00 – $85,000.00 annualized salary, offers to be determined based on experience, education and skill set.

This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee’s performance against defined metrics.

Benefits

This role is currently benefits eligible. We provide industry‑leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.