Financial Solutions Advisor - Magnolia

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. 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 position may also involve the provision of residential mortgage loans and is subject to SAFE Act registration requirements; all employees engaged in residential mortgage loan 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. 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 and Series 66 (or Series 63 and 65 in lieu of Series 66) licenses. If the Series 66 is not yet held, a passing score for the missing series within 60 days is required. 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 working in the financial service industry and/or a sales environment where goals were met or exceeded. Sets and accomplishes goals, achieving whatever one sets their 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 time and capacity. 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. Minimum of three years of 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. 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 Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40 #J-18808-Ljbffr Bank of America