Financial Solutions Advisor- Beverly West Market

Note that this requisition contains multiple locations but there is not an immediate opening for every location listed. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving responsible growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive responsible growth. We are intentional about fostering 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 our 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 a wide range of 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 an appropriate level of flexibility based on role‑specific responsibilities and business needs. Job Description This role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key 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 a financial plan, and recommending brokerage products. The role requires completion and ongoing use of required licenses and trainings, and is subject to the SAFE Act registration requirements. Responsibilities Work with clients to plan short‑ and long‑term financial goals by building a financial plan that includes brokerage products such as stocks, bonds, mutual funds, annuities, and banking and money‑managed solutions. Recommend banking and investment strategies that align with client 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. Required Qualifications Currently holds Series 7 & 66 licenses (or holds 63 or 65 in lieu of 66). If you do not hold the 66 but have either a 63 or 65, a passing score for the missing series within 60 days is required. 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 in the financial service industry and/or a sales environment where goals were met or exceeded. Sets and accomplishes goals and achieves results. 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. Is proactive in learning, adapts to new information and seeks the right solutions for clients. Manages time and capacity efficiently. Incorporates regulatory due diligence into daily activities and long‑term strategies for clients. Desired Qualifications Strong computer skills with the ability to multitask in a demanding environment. At least three years of experience 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 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 Shift & Schedule Monday‑Friday open availability required, plus occasional Saturdays. Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent. This position is open for the entire market; the specific financial center location will be based on business needs. If offered a position, you will train at one financial center and then potentially begin your role in a phone‑based capacity until another financial center location has been determined that is within a reasonable commuting distance of your home, to the extent permitted by applicable law. #J-18808-Ljbffr Bank of America