Bank of America
Financial Solutions Advisor Registration Candidate - Indianapolis Market
Indianapolis · Full-time · Posted Oct 22, 2026
- Experience
- No minimum experience stated as a hard requirement; 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, recommends banking and investment solutions, manages referrals, and develops new client relationships.
What you'll do
- Builds financial plans using brokerage, banking, and money-management solutions; recommends strategies aligned with client needs.
- Triages client requests and refers clients to internal providers based on needs and asset thresholds.
- Identifies prospective 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.
- Strong communication and collaboration skills, including building peer relationships.
- Able to manage time independently, handle multiple tasks, and adapt to new technology.
Nice to have
- Currently holds FINRA Securities Industry Essentials (SIE).
- Bachelor’s degree and/or at least one year of financial services industry or sales experience.
Model-written summary · the original posting is authoritative