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 and deliver 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 an inclusive workplace, 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.

About the Role

This position is designed to provide comprehensive advice and customized solutions to clients, helping them achieve their financial goals. You will serve as a trusted advisor, triaging client leads and making strategic referrals to business partners based on client needs and asset thresholds. The role involves meeting with clients to review their financial and investment goals, building robust financial plans, and recommending brokerage products that align with their objectives.

Success in this role requires a commitment to continuous learning, including completing required licenses and trainings to expand your knowledge. As a key part of our team, you will play a vital role in mitigating and controlling risk while identifying and engaging potential new clients through referrals and financial center clientele.

Important Compliance Information

This position is subject to SAFE Act registration requirements. All employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Employees are required to register and submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Hiring Process

We invite you to join us in building a successful career with opportunities to learn, grow, and make an impact. Please review the qualifications and schedule details to ensure this role aligns with your career goals before applying.

Equal Opportunity Employer

Bank of America is an equal opportunity employer committed to diversity and inclusion. We consider qualified applicants regardless of background, race, gender, age, religion, disability, or veteran status.