Senior Financial Solutions Advisor - National

Job Description:

At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most – whether they are just starting out, buying a home, building a family, or planning for retirement. As part of our commitment, we are looking for the next generation of Financial Advisors—those with a passion for growing a long-term career and a drive to make our clients’ financial lives better.

From day one, you will receive training from our award-winning Academy at Bank of America. This program delivers hands-on practice, personalized coaching and classes that will help you become the advisor you want to be. The Academy also provides training beyond portfolios and investment strategies. You’ll learn to consider a client’s entire and complex financial picture and then guide them with advice and solutions to help them live their best financial lives.

With demonstrated success, you have unlimited career growth and the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

Candidates will only be considered in the following locations: Chandler, AZ; Chicago, IL; Lincoln, RI; Hopewell, NJ; Hunt Valley, MD; Jacksonville, FL, Charlotte, NC, and Dallas Fort-Worth, TX (Candidates outside these locations will not be considered)

We’ll help you

• Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
• Get training and one-on-one coaching from Academy managers who are invested in your success.
• Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
• Get smart on core banking and investment solutions and connect clients to all the solutions we provide.
• Continuously learn and grow, with on-going career development support and opportunities for advancement with Bank of America and Merrill.
• Achieve additional professional designations such as Certified Financial Planner (CFP), Accredited Wealth Management Advisor (AWMA), and/or Chartered Retirement Planning Counselor (CRPC) or leverage approved tuition reimbursement to further your education.

As a Senior FSA, you can look forward to

• Unlimited potential for financial growth.
• A strong referral network from across the business that will give you a leg-up on client acquisition.
• Robust marketing support to reach wider audiences with greater appeal.
• Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.
• Leadership opportunities, from leading client and conference seminars to mentoring junior associates.

We’re a culture that

• Believes in responsible growth and has proven dedication to supporting the communities we serve.
• Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.
• Believing diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world.
• Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.

Required Qualifications:

• Must currently reside in a Centralized Financial Solutions Advisor (FSA) II role at Bank of America
• Currently hold Series 7 & 66 (63 & 65 in lieu of 66) licenses.
• One year+ experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• One year+ 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), Accredited Wealth Management Advisor (AWMA) and/or Chartered Retirement Planning Counselor (CRPC) by start date.
• Maintains $25mil in AUM (for Centralized/National) on their current book.
• 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, adapt 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:

• At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Strong computer skills with an ability to multitask in a demanding environment.

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

US - IL - Chicago - 540 W Madison St - Bank Of America Plaza (IL4540), US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140), US - RI - Riverside - 3400 Pawtucket Ave - East Providence Call Center (RI1530)

Pay and benefits information

Pay range$75,000.00 - $85,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Formulaic incentive eligible

This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee’s performance against defined metrics.

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.