Financial Solutions Advisor - Central Valley Area

This position is subject to regulatory restrictions or prohibitions under the FDIC, SAFE Act, Loan Originators, and FINRA, which may limit or prohibit the hiring of individuals with certain criminal histories.

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 the unique perspectives individuals bring from all backgrounds and career paths—whether shaped by military service, community college education, or diverse 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 that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations while providing flexibility based on role-specific responsibilities and business needs.

This role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Responsibilities include 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 financial plans, and recommending brokerage products. This position requires SAFE Act registration; employees must register with the federal registry system and remain in good standing. Failure to maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities

• Works with clients to plan their 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.
• Incorporates relevant regulatory due diligence into daily activities and long-term strategies for clients.

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.
• Ability to set and accomplish goals, build and nurture strong relationships, and collaborate effectively with others.
• Strong communication skills, comfortable engaging all clients.
• Ability to manage goals, navigate complexity, prioritize tasks, and execute in a fast-paced environment.
• Adaptability to new information and a commitment to seeking the right solutions for clients.
• Efficient time and capacity management.
• High school diploma or equivalent (GED/Secondary School).

Desired Qualifications

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

Skills

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

Schedule

• Monday – Fridays and rotating Saturdays
• 1st shift (United States of America)
• 40 hours per week

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.