Financial Solutions Advisor Registration Candidate - Utah North Market

Bank of America is seeking a Financial Solutions Advisor Registration Candidate for the Utah North Market. The role involves providing financial advice, triaging client leads, and meeting clients to discuss their financial goals. Candidates must be at least 18 years old and will need to complete licensing and training. The position requires in-office attendance, reflecting the company's commitment to an in-office culture.
Financial Solutions Advisor Registration Candidate - Utah North Market

Farmington, Utah;Clinton, Utah; Centerville, Utah; Layton, Utah

To proceed with your application, you must be at least 18 years of age.

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Bank of America employees are required to meet allposting eligibility requirementsprior to applying for any new position.

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To proceed with your application, you must be at least 18 years of age.

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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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!



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.

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.

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 thresholdsMitigates 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 .