Financial Solutions Advisor - Western Long Market

Job Description

At Bank of America the role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. This includes triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.

• Works with clients to plan short and long‑term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money‑managed solutions.
• Recommends banking and investment strategies that align with client financial goals and needs.
• Triages client requests and makes referrals 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 knowledge of client needs and potential product services recommended.

Monday – Friday and rotating Saturdays.

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
• At least one year of experience in the investment industry, including investment training and in‑depth knowledge of investment products and services.
• At least one year of experience working 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.
• Loves to learn, adapts to new information, and seeks the right solutions for clients.
• Efficiently manages time and capacity.
• Incorporates regulatory due diligence into daily activities and long‑term strategies for clients.

• Strong computer skills with the ability to multitask in a demanding environment.
• At least three years of experience working in the financial services industry and/or a sales environment.
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Obtained insurance licenses.

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

Pay range: $65,000.00 – $80,000.00 annualized salary, determined by experience, education and skill set. Eligible for a formulaic incentive plan.

This role is benefits eligible and includes industry‑leading benefits, paid time off, and resources to support employees.

Shift: 1st shift (United States), Hours per week: 40.