Financial Solutions Advisor - West Portal

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 an inclusive workplace, attracting exceptional talent, and supporting the physical, emotional, and financial wellness of our teammates.

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. Join us to build a successful career with opportunities to learn, grow, and make an impact.

About the Role

The Financial Solutions Advisor is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. This role serves as a trusted partner, triaging client leads and making strategic referrals to business partners based on client needs and asset thresholds.

In this position, you will meet with clients to review their financial and investment goals, build personalized financial plans, and recommend brokerage products. You will work with clients to plan both short and long-term objectives, utilizing brokerage products such as stocks, bonds, mutual funds, annuities, and banking and money-managed solutions. The role requires identifying and engaging potential new clients through referrals or financial center clientele while mitigating and controlling risk as part of daily activities.

Success in this role involves applying and expanding your knowledge by completing required licenses and trainings. 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.

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 specific laws and regulations (FDIC, Safe Act, Loan Originators, FINRA) restrict or prohibit the hiring of individuals with certain specified criminal history for this position. If you have a disability or a sincerely held religious belief for which you need a reasonable accommodation from the in-office requirement, you must seek an accommodation through the Bank's required process before your first day of work.

Equal Opportunity & Culture

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, 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.

The company also prohibits discrimination on other bases such as medical condition or marital status. We aim to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse, maintaining a safe work environment in accordance with our Drug-Free Workplace and Alcohol Policy.