Financial Solutions Advisor

About Bank of America

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We drive Responsible Growth by delivering for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work is core to how we achieve this, including our commitment to being an inclusive workplace, attracting and developing exceptional talent, and supporting our teammates' physical, emotional, and financial wellness.

We are committed to an in-office culture with specific requirements for office-based attendance, allowing for an appropriate level of flexibility based on role-specific considerations. If you are offered a role, your hiring manager will provide information on the in-office expectations associated with your position.

About the Role

The Financial Solutions Advisor at the Stonestown Financial Center in San Francisco is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. This role exists to build lasting relationships and guide clients through their financial journeys by creating tailored financial plans.

In this position, you will meet with clients to review their financial and investment goals, build a financial plan using brokerage products, and recommend strategies that align with their needs. You will triage client leads, make referrals to business partners based on client needs and asset thresholds, and engage potential new clients through referrals or financial center clientele. Success in this role requires applying and expanding your knowledge by completing required licenses and trainings, including SAFE Act registration.

Hiring Process & Application

To proceed with your application, you must be at least 18 years of age. Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position.

Please note that this position is subject to specific laws and regulations that restrict or prohibit the hiring of individuals with certain specified criminal history, including FDIC, Safe Act, Loan Originators, and FINRA requirements. All employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Equal Opportunity & Workplace Culture

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status, or any other factor prohibited by law. We affirm in policy and practice to support and promote the concept of equal employment opportunity.

We aim to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. If you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.