Financial Solutions Advisor Registration Candidate- Portland Metro

Job summary

The advisor is responsible for providing comprehensive financial advice and customized solutions to help clients achieve their short and long-term goals. They will triage client leads, manage referrals, and build financial plans using various brokerage and banking products.

Job details

Job Description: *****Please 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 impact 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. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job 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, and meeting with clients to review financial and investment goals and recommend products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required 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, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions Recommends banking and investments 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 Required Qualifications: Aptitude in obtaining required industry licenses Must be self-disciplined in managing time and capacity Experience in cultivating client relationships, assessing needs and recommending solutions Success creating strong peer relationships through effective communication and collaboration Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment Executes multiple tasks simultaneously Learns and adapts to new technology or applications Desired Qualifications: Currently holds FINRA Securities Industry Essentials (SIE) Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience​ Skills: Client Experience Branding Client Solutions Advisory Investment Management Pipeline Management Referral Management Client Management Customer and Client Focus Portfolio Management Prospecting Referral Identification Business Acumen Executive Presence Oral Communications Risk Management Trading Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are 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 to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law. *****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - WA - Battle Ground - 2500 W MAIN ST - BATTLE GROUND BANKING CENTER (WA0107), US - WA - Vancouver - 1145 SE 164th Ave - FISHERS LANDING BANKING CENTER (WA0119), US - WA - Vancouver - 13411 Se Mill Plain Blvd - MILL PLAIN BC (WA0109), US - WA - Vancouver - 3308 Ne Auto Mall Dr - FOURTH PLAIN BC (WA0105), US - WA - Vancouver - 3317 SE 192nd Ave - SE 192nd BC (WA0122), US - WA - Vancouver - 6404 Ne 117th Ave - ORCHARDS BC (WA0110), US - WA - Vancouver - 7407 Ne Highway 99 - HAZELDELL BC (WA0106) Pay and benefits information Pay range $28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set. Predictable pay This role is compensated with a base salary and is not incentive eligible. 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.

What you’ll do

The advisor is responsible for providing comprehensive financial advice and customized solutions to help clients achieve their short and long-term goals. They will triage client leads, manage referrals, and build financial plans using various brokerage and banking products.

Requirements

Candidates must demonstrate an aptitude for obtaining required industry licenses and possess strong self-discipline in managing time and capacity. A high school diploma or GED is the minimum education requirement, with at least one year of financial services or sales experience preferred.

Benefits

• Paid time off
• Financial wellness support
• Physical wellness support
• Emotional wellness support
• Competitive benefits

Listed skills

• Risk Management · Preferred
• Financial planning · Preferred
• Client Relationship Management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial Planning
• Investment Management
• Client Relationship Management
• Risk Management
• Referral Management
• Portfolio Management
• Prospecting
• Business Acumen
• Oral Communication
• Trading
• Pipeline Management
• Customer Focus
• Executive Presence
• Financial Advisory

Job areas

• Finance & Accounting
• Sales
• Customer Service & Support

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