Bank of America
Financial Solutions Advisor - Greater Michigan Market
West Bloomfield · Full-time · Posted Jul 17, 2026
- Experience
- Minimum one year in the investments industry and minimum one year in financial services and/or a sales environment where goals were met or exceeded; desired: minimum three years in financial services and/or goal-based sales.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides personalized financial advice and plans, recommends banking and investment solutions, and connects clients with internal partners based on their needs.
What you'll do
- Build financial plans and recommend brokerage, banking, and investment solutions aligned with clients’ goals.
- Triage client requests and refer clients to appropriate internal service providers based on needs and asset thresholds.
- Identify potential clients, manage risk, and coach referral partners on client needs and potential services.
What they ask for
- Currently holds Series 7 and Series 66 licenses, or Series 7 plus Series 63 or 65; a missing Series 66 or 63/65 license must be passed within 60 days under the stated offer condition.
- 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 experience.
- High School Diploma / GED / Secondary School or equivalent.
Nice to have
- Strong computer skills and ability to multitask in a demanding environment.
- CFP and/or CRPC designation; insurance licenses.
Model-written summary · the original posting is authoritative