Financial Solutions Advisor- Williamette Valley

Bank of America; Wilsonville (OR); On-site; USD 85,000 - 110,000; Full time

Job summary

Bank of America is seeking a skilled financial advisor to deliver comprehensive advice and customized solutions to clients, helping them achieve financial goals. The role includes triaging leads, referring to partners, meeting clients, building plans, and recommending brokerage products.

Required licenses include Series 7 and 66; candidates usually have 1+ year in investments and in financial services or sales, with a strong emphasis on relationship-building and regulatory due diligence.

Qualifications

• Holds Series 7 and 66 licenses; 60 days to pass missing series if needed.
• Has at least 1 year in investments including product knowledge.
• Has at least 1 year in financial services or sales with goals met or exceeded.
• Demonstrates goal setting, relationship building, and effective communication.
• Experience applying regulatory due diligence in client strategies.

Responsibilities

• Triages client requests and refers to internal service providers based on assets and needs.
• Builds financial plans and recommends brokerage products.
• Plans with clients to reach short- and long-term financial goals.
• Works to mitigate and control risk in daily activities.
• Identifies potential new clients through referrals or existing center clients.
• Provides coaching to referral partners based on client needs and product offerings.

Skills

Series 7

Series 66

Investment knowledge

Sales experience

Relationship building

Regulatory due diligence

Financial planning

CRM software

Education

CFP

CRPC

Insurance licenses

Tools

CRM software

Job description

Work Schedule

Monday‑Friday, plus some Saturdays as required

Sample Schedule: 8am‑5pm, 9am‑6pm, etc

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, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. 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 this position requires SAFE Act registration, employees are 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 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, including stocks, bonds, mutual funds, annuities, and banking and money‑managed solutions.
• Recommends banking and investment 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.
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended.

Required Qualifications

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
• Has at least one year experience in the investments industry, including investment training and in‑depth knowledge of investment products and services.
• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• 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, adapts 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

• Strong computer skills with an ability to multitask in a demanding environment.
• At least three years’ 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) and/or Chartered Retirement Planning Counselor (CRPC).
• Obtained your insurance licenses.

Skills

• Advisory
• Account Management
• Client Experience Branding
• Customer and Client Focus
• Oral Communications
• Issue Management
• Client Solutions Advisory
• Pipeline Management
• Active Listening
• Attention to Detail
• Risk Management
• Policies, Procedures, and Guidelines
• Client Management
• Causation Analysis
• Written Communications

Location and Travel

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.

Shift

1st shift (United States of America)

Hours Per Week

40