Financial Solutions Advisor - Stonestown Financial Center

Job Description The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. Bank of America is committed to an in‑office culture with specific requirements for office‑based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role‑specific considerations. This role provides comprehensive advice and customized solutions to clients to help them achieve their financial goals. It includes 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 a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements and requires a SAFE Act background check. Failure to obtain and/or 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 Required Qualifications Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. The 66 requirement may be met within 60 days if the 63 or 65 is passed. 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 whatever you put your mind to. Builds and nurtures strong relationships. Collaborates effectively with others to get things done. Communicates effectively and confidently and is comfortable engaging all clients. Manages goals, navigates complexity, prioritizes tasks and executes in a fast‑paced environment. Likes to learn, adapts to new information and seeks the right solutions for clients. Efficiently manages your time and capacity. Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long‑term strategies for clients. Desired 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. Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Obtained your 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 Schedule Monday‑Friday Open availability required + some Saturdays. Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent. Shift 1st shift (United States of America). Hours Per Week 40. Pay Transparency Details US - CA - San Francisco - 245 Winston Dr - STONESTOWN BC (CA5110). Pay and Benefits Information Pay range: $70,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education and skill set. Formulaic incentive eligible: This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee’s performance against defined metrics. Benefits This role is currently benefits eligible. We provide industry‑leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. #J-18808-Ljbffr Dormont Manufacturing Co