Bank of America
Financial Solutions Advisor - Green Springs Highway Financial Center
Birmingham · 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 goal-based sales environment. Desired: three or more years in financial services and/or a goal-based sales environment.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides financial planning and brokerage recommendations to clients, refers them to appropriate partners, and develops new client relationships.
What you'll do
- Builds financial plans and recommends banking and investment strategies aligned with clients’ goals.
- Triages client requests and makes referrals based on client needs and asset thresholds.
- Engages potential clients, manages risk, and coaches referral partners.
What they ask for
- Currently holds Series 7 and 66 licenses, or Series 63 and 65 in lieu of 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 or sales experience where goals were met or exceeded.
- 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.
- Additional professional designations such as CFP or CRPC; insurance licenses.
Model-written summary · the original posting is authoritative