Bank of America
Financial Solutions Advisor - Crossing at Magnolia Financial Center
Gardendale · Full-time · Posted Oct 21, 2026
- Experience
- At least one year in the investments industry and at least one year in financial services and/or a sales environment where goals were met or exceeded; desired: three or more years in financial services and/or such a sales environment.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides financial advice and customized solutions by developing financial plans, recommending brokerage products and strategies, and connecting clients with appropriate internal partners.
What you'll do
- Builds financial plans for clients’ short- and long-term goals and recommends banking and investment strategies and products.
- Triages client requests, makes referrals based on client needs and asset thresholds, and develops potential clients.
- Manages risk and provides coaching and feedback to referral partners.
What they ask for
- Currently holds Series 7 and Series 66 licenses, or Series 63 and 65 in lieu of Series 66.
- At least one year of investment-industry experience, including investment training and in-depth knowledge of investment products and services.
- At least one year of financial-services and/or goal-based sales-environment experience.
- Must be able to work Monday through Friday and rotating Saturdays.
Nice to have
- Strong computer skills and ability to multitask in a demanding environment.
- Three or more years of financial-services and/or goal-based sales experience; additional professional designations (CFP and/or CRPC) or insurance licenses.
Model-written summary · the original posting is authoritative