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The role involves providing financial advice, creating financial plans, recommending products, and managing client relationships to achieve financial goals.

The Financial Solutions Advisor I will obtain necessary securities licenses and provide financial advice to clients, managing relationships and guiding clients in achieving financial goals.

Originates residential mortgage and HELOC loans for financial center clients, advises on borrowing and banking solutions, manages mortgage applications and documentation, conducts outreach and pipeline follow-up, coordinates referrals and partners with internal teams to deliver an excellent client experience while balancing sales, risk, and compliance.

As a Financial Solutions Advisor, you will obtain necessary securities licenses and develop skills to manage client relationships, offer financial guidance, and assist clients with banking and investment solutions.

Train to obtain SIE, Series 7 and Series 66 licenses, develop and manage client relationships, provide banking and investment advice, deliver client presentations, collaborate with banking and investment partners, meet performance goals, and complete SAFE Act registration for residential mortgage originations.

Bank of America Financial Solutions Advisor Stage I candidate will obtain SIE, Series 7 and 66 licenses, learn advisory skills, build client relationships, deliver banking and investment solutions, collaborate with partners, and complete SAFE Act registration for residential mortgage originations.