Financial Solutions Advisor- Consumer Investments - Atlanta, GA Area

Bank of America; Marietta (GA); On-site; USD 45,000 - 75,000; Full time

Job summary

An established industry player is seeking a Financial Solutions Advisor to help clients achieve their financial goals through personalized advice and solutions. This role offers a unique opportunity to engage with customers, conduct reviews, and participate in ongoing training with a renowned wealth management team. The ideal candidate will possess strong communication skills and the ability to thrive in a fast-paced environment. Join this forward-thinking company to build a rewarding career while making a positive impact in the community.

Qualifications

• Series 7 & 66 licenses must be obtained within 120 days.
• Ability to adapt and seek solutions for clients.

Responsibilities

• Provide comprehensive advice and customized solutions to clients.
• Conduct client reviews and presentations on investment goals.

Skills

Effective communication skills

Strong computer skills

Multitasking

Adaptability

Education

High School Diploma / GED

Job description

Financial Solutions Advisor - Consumer Investments - Atlanta, GA Area

Locations: Atlanta, Georgia; Marietta, Georgia

Job Description:

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 our approach to responsible growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ wellness, recognizing performance, and making a positive impact in our communities.

Bank of America values an in-office culture with specific attendance requirements, offering flexibility based on role-specific considerations.

Join us to build a successful career with opportunities to learn, grow, and make an impact!

Role Overview:

The primary role of the Financial Solutions Advisor Stage I - Registration Candidate is to acquire necessary registrations and training to become a Financial Solutions Advisor (FSA) Stage I). Key responsibilities include:

1. Providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
2. Conducting client reviews and presentations, including investment goals and product recommendations such as stocks, bonds, mutual funds, banking, and managed money solutions.
3. Engaging with customers in the lobby and sharing value propositions.
4. Triaging client leads and referring them to appropriate internal service providers based on needs and asset thresholds.
5. Participating in ongoing training and interactions with the Merrill Lynch Wealth Management Complex.
6. Having a general awareness of core banking and investment solutions, bridging banking and brokerage services.

Required Skills and Qualifications:

• Series 7 & 66 licenses must be obtained within 120 days (Series 63 & 65 accepted if previously held).
• Effective communication skills.
• Strong computer skills and multitasking in a fast-paced environment.
• Ability to adapt and seek solutions for clients.
• This role requires SAFE Act registration and compliance with related background checks.

Minimum Education:

High School Diploma / GED or equivalent.

Additional Information:

Shift: 1st shift (United States of America)

Hours per week: 40

Bank of America is an equal opportunity employer and supports diversity and inclusion policies.