Financial Solutions Advisor - Utah North Market

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 perspectives shaped by military service, community college education, and varied work and life experiences, fostering resilience, leadership, and innovation.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. This role may require SAFE Act registration for residential mortgage loan originations, including background checks. Failure to maintain registration may result in termination. Training begins at one financial center, potentially transitioning to a phone-based role before relocating to a center within a reasonable commuting distance.

About the role

This role provides comprehensive advice and customized solutions to clients to help them achieve their financial goals. Responsibilities include triaging client leads, making referrals to business partners, reviewing financial goals, building financial plans, and recommending brokerage products.

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 service industry and/or a sales environment where goals were met or exceeded.
• Ability to set and accomplish goals, build strong relationships, and collaborate effectively.
• Strong communication skills, adaptability, and problem-solving in a fast-paced environment.
• Efficient time and capacity management with attention to regulatory due diligence.

Qualifications

• Strong computer skills with the ability to multitask in a demanding environment.
• Three or more years of experience in the financial service industry and/or a sales environment (preferred).
• Additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) (preferred).
• Obtained insurance licenses (preferred).

Skills

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

Schedule

• Monday through Friday, with rotating Saturdays.
• 1st shift (United States of America).
• 40 hours per week.

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent.