At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.

Responsible

Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role‑specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. 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. 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. 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 investments 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 Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Monday – Fridays and rotating Saturdays 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. Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. 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 qualified designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).

High School

Diploma / GED / Secondary School or equivalent Account Management Customer and Client Focus Pipeline Management Risk Management Policies, Procedures, and Guidelines Causation Analysis Shift: 1st shift (United States of America)

📌 Financial Solutions Advisor - Northwest Atlanta Market (Woodstock)
🏢 Bank of America
📍 Woodstock