Financial Solutions Advisor - CA Coastal Region

This position is subject to regulatory restrictions or prohibitions on hiring individuals with certain criminal histories under FDIC, SAFE Act, Loan Originators, and FINRA regulations.

About the role

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 daily. We foster an inclusive workplace where every teammate has the opportunity to succeed, build a career, and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting teammates' physical, emotional, and financial wellness through affordable, competitive, and flexible benefits.

We value diverse perspectives shaped by military service, community college education, and varied work and life experiences. These journeys foster resilience, leadership, and innovation, strengthening our workforce and positively impacting the communities we serve.

Bank of America is committed to an in-office culture supporting collaboration, engagement, and career development. Our approach includes clear in-office expectations with flexibility based on role-specific responsibilities and business needs.

Responsibilities

• Work 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.
• Recommend banking and investment strategies aligned with client financial goals and needs.
• Triage client requests and make referrals to appropriate internal service providers based on client needs and asset thresholds.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals or financial center clientele.
• Provide coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended.

Requirements

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
• At least one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• At least one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Sets and accomplishes goals, achieving objectives with determination.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to get things done.
• Communicates effectively and confidently, comfortable engaging all clients.
• Manages goals, navigates complexity, prioritizes tasks, and executes in a fast-paced environment.
• Adapts to new information, seeks the right solutions for clients, and enjoys learning.
• Efficiently manages time and capacity.
• Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.

Qualifications

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

Skills

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

Schedule

• Monday-Friday with open availability required.
• Some Saturdays.
• 1st shift (United States of America).
• 40 hours per week.

Education

Minimum requirement: High School Diploma / GED / Secondary School or equivalent.

This position is open for the entire market, and the specific Financial Center location will be based on business needs. If offered a position, you will train at one financial center and may begin your role in a phone-based capacity until another financial center location is determined within a reasonable commuting distance of your home, as permitted by applicable law.