Financial Solutions Advisor - Portland Metro

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. Our inclusive workplace supports teammates’ physical, emotional, and financial wellness through affordable, competitive, and flexible benefits. We value diverse backgrounds and career paths, fostering resilience, leadership, and innovation.

This position is open across multiple locations. If offered a role, you will train at one financial center and may initially work in a phone-based capacity until a permanent financial center location is assigned within a reasonable commuting distance, as permitted by law.

About the role

This role provides comprehensive advice and customized financial solutions to help clients achieve their financial goals. Responsibilities include triaging client leads, making referrals to business partners, reviewing financial goals, building financial plans, and recommending brokerage products. This position may also involve residential mortgage loan originations, requiring SAFE Act registration and background checks.

Responsibilities

• Works 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 or money-managed solutions.
• Recommends banking and investment strategies aligned 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 recommended product services.

Requirements

• Currently holds Series 7 and 66 (or equivalent 63 and 65) licenses.
• Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• Minimum of one year of experience in the financial services industry and/or a sales environment where goals were met or exceeded.
• Must be able to work Monday through Friday and rotating Saturdays.

Qualifications

• 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, engaging all clients.
• Manages goals, navigates complexity, prioritizes tasks, and executes in a fast-paced environment.
• Adapts to new information and seeks solutions for clients.
• Efficiently manages time and capacity.
• Incorporates relevant regulatory due diligence into daily activities and long-term client strategies.

Desired Qualifications

• Strong computer skills with the ability to multitask in a demanding environment.
• Three or more years of experience in the financial services 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).
• Obtained insurance licenses.

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

Education

High School Diploma / GED / Secondary School or equivalent.

Schedule

• 1st shift (United States of America).
• 40 hours per week.