Financial Solutions Advisor - Fairfield/Concord Area

Job Description This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. The 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. This position is subject to SAFE Act registration requirements. All employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Schedule Monday – Friday and rotating Saturdays 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 & Series 66 (or Series 63 or 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. Has at least one year of experience in the investment industry, including investment training and in‑depth knowledge of investment products and services. Has at least one year of experience working in the financial services 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 insurance licenses. Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent. Skills Advisory Account Management Client Experience Branding Customer and Client Focus Oral Communications Issue Management Client Solutions Advisory Pipeline Management Active Listening Attention to Detail Risk Management Policies, Procedures, and Guidelines Client Management Causation Analysis Written Communications Shift 1st shift (United States of America) Hours Per Week 40 Pay Range $70,000.00 – $80,000.00 annualized salary; offers to be determined based on experience, education and skill set. Benefits Role is eligible for a formulaic incentive plan with monthly, quarterly and/or annual incentive opportunities based on performance metrics. Employees are also eligible for benefits including industry‑leading health benefits, paid time off and other resources to support personal and professional growth. #J-18808-Ljbffr Bank of America