DescriptionFinancial Solutions Advisor – The role is a pivotal position within Bank of America’s Advisor Development Program, providing world‑class training, client engagement, and career growth opportunities.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. Failure to obtain and/or maintain SAFE Act registration may result in immediate termination.We’ll help youBuild a successful career at Bank of America through world‑class training and onboarding programs.Get training and one‑on‑one coaching from Academy managers who are invested in your success.Provide end‑to‑end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.Get smart on core banking and investment solutions and connect clients to all the solutions we provide.Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike.Build connections. Work in the center of the financial universe, tapping into a range of experts, from mortgage lenders to investment analysts.Continuously learn and grow, with ongoing career development support and opportunities for advancement with Bank of America and Merrill.Achieve additional professional designations such as Certified Financial Planner (CFP)



and/or Chartered Retirement Planning Counselor (CRPC) or leverage approved tuition reimbursement to further your education.As a Senior FSA, you can look forward toUnlimited potential for financial growth.A strong referral network from across the business that will give you a leg‑up on client acquisition.Robust marketing support to reach wider audiences with greater appeal.Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.Leadership opportunities, from leading client and conference seminars to mentoring junior associates.Required skillsCurrently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.One year experience in the investments industry, including investment training and in‑depth knowledge of investment products and services.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) by start date.Maintains $15 m in AUM (for Field) and $25 m in AUM (for Centralized/National)



on current book.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 rapid‑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 skillsStrong computer skills with an ability to multitask in a demanding environment.Obtained insurance licenses.Shift1st shift (United States of America)Hours Per Week40Pay and benefits informationPay range: $75,000.00 - $85,000.00 annualized salary, offers to be determined based on experience, education and skill set.This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Incentives are earned based on the employee’s performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry‑leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.#J-18808-Ljbffr

📌 Senior Financial Solutions Advisor -Northwest Region - $75,000 - $85,000 A Year (Winnipeg)
🏢 Bank of America
📍 Winnipeg