Teams at Bank of America

The Financial Solutions Advisor Candidate receives structured training to obtain SIE, Series 7, and Series 66 licenses, then advises clients on banking and investment solutions. Responsibilities include cultivating relationships, assessing financial needs, recommending strategies, delivering client reviews, managing a client portfolio, collaborating with banking partners, and meeting business goals. The role requires SAFE Act registration, weekday work with some Saturdays, and in-office financial center assignments.

Provides client service and operational support to multiple Financial Advisors and their clients. Responsibilities include addressing service needs, preparing accurate materials, following up on requests, maintaining policy compliance, supporting daily team activities, educating clients about banking offerings, deepening relationships, and identifying referrals. The role requires strong communication, organization, judgment, adaptability, and client focus, with proficiency in Microsoft Office and Salesforce preferred.

Supports commercial banking clients through financial and market analysis, industry research, financial modeling, pitchbook and relationship review preparation, and transaction execution. Collaborates with relationship managers, market executives, product specialists, and deal teams to develop client solutions, assess financial conditions, support credit and treasury processes, monitor client activity, and identify business opportunities.