Bank of America
Financial Solutions Advisor Registration Candidate - Birmingham Market
Gardendale +1 · Full-time · Posted Oct 30, 2026
- Location
- Gardendale
Birmingham - Experience
- No minimum years required; desired qualification includes a minimum of one year of financial services industry or sales experience.
- Education
- High School Diploma / GED / Secondary School or equivalent.
About the job
Advises clients on financial goals, develops financial plans, recommends banking and investment solutions, and refers clients to internal partners as appropriate.
What you'll do
- Builds financial plans using brokerage, banking, and managed-money solutions; recommends strategies aligned with client needs.
- Triages client requests and refers them to internal service providers based on needs and asset thresholds.
- Identifies potential clients, manages risk, and completes required licenses and training.
What they ask for
- Aptitude for obtaining required industry licenses.
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Self-discipline in managing time and capacity; able to execute multiple tasks simultaneously.
- Effective communication and collaboration, adaptability to new technology, and a results-driven, client-focused approach.
Nice to have
- Currently holds FINRA Securities Industry Essentials (SIE).
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
Tools
FINRA Securities Industry Essentials (SIE)
Model-written summary · the original posting is authoritative