Financial Solutions & Investments Advisor

Bank of America Corporation; Indianapolis (IN); On-site; USD 60,000 - 95,000; Full time

Job summary

Bank of America Corporation is seeking a Financial Center advisor to guide clients toward their financial goals using brokerage products and banking solutions. You will triage client needs, build financial plans, and refer opportunities to partners while maintaining regulatory compliance.

The role requires Series 7/66 licenses and 1+ year in investments or financial services with sales results. A Monday–Friday schedule with occasional Saturdays is typical, with opportunities for growth and

Qualifications

• Series 7 and 66 licenses (or 63/65 in lieu of 66) required.
• Minimum 1 year in investments with knowledge of investment products/services.
• Minimum 1 year in financial services or sales meeting/exceeding goals.
• Ability to set and achieve goals and build relationships.
• Strong collaboration and communication skills.
• Ability to work Monday–Friday with rotating Saturdays.
• Regulatory due diligence understanding and application.

Responsibilities

• Plan clients' short- and long-term financial goals using brokerage products.
• Recommend banking and investment strategies aligned with client needs.
• Triages client requests and refers to internal partners by asset thresholds.
• Mitigate risk as part of daily activities.
• Identify potential new clients via referrals and center clientele.
• Provide coaching to referral partners based on client needs and product options.

Skills

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Causation Analysis

Client Management

Policies, Procedures, and Guidelines

Risk Management

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America Corporation is seeking a Financial Center advisor to guide clients toward their financial goals using brokerage products and banking solutions. You will triage client needs, build financial plans, and refer opportunities to partners while maintaining regulatory compliance.

The role requires Series 7/66 licenses and 1+ year in investments or financial services with sales results. A Monday–Friday schedule with occasional Saturdays is typical, with opportunities for growth and