Financial Solutions Advisor Registration Candidate

Bank of America is seeking a Financial Solutions Advisor Registration Candidate to deliver tailored financial guidance to clients from an on-site location in Chesapeake, VA. The role may involve residential mortgage loan activity and SAFE Act registration, requiring active engagement with clients to help them achieve their financial goals.

Responsibilities

• Help clients plan short- and long-term objectives by crafting a financial plan that may include brokerage options such as stocks, bonds, mutual funds, and annuities, along with banking and managed money solutions.
• Recommend banking and investment strategies that align with each client’s goals and needs.
• Triages client requests and refers them to appropriate internal service providers based on client requirements and asset thresholds.
• Incorporate risk management into daily activities to protect client interests.
• Identify and engage potential new clients through referrals or existing financial center clientele.

Requirements

• Aptitude for obtaining the required industry licenses.
• Self-discipline in managing time and capacity.
• Experience cultivating client relationships, assessing needs, and recommending solutions.
• Proven ability to build strong peer relationships through effective communication and collaboration.
• Results-driven mindset with a focus on the client’s interests in a complex, fast-paced environment.
• Ability to execute multiple tasks simultaneously.
• Willingness to learn and adapt to new technology or applications.

Job Description

Bank of America is guided by a shared purpose to make financial lives better through the power of every connection. This is pursued through Responsible Growth and delivering value to clients, teammates, communities, and shareholders each day. A core part of our culture is being a Great Place to Work, underscoring inclusion, talent development, the wellness of colleagues, recognition of performance, and the ways we contribute to the communities we serve. The organization maintains an in-office culture with role-specific attendance requirements and a measured level of flexibility to support teams and business needs. Joining Bank of America offers the opportunity to build a meaningful career with avenues to learn, grow, and make an impact.

Shift

1st shift (United States of America)

Hours per Week

40

Minimum Education Requirement

High School Diploma / GED / Secondary School or equivalent

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