Bank of America
Financial Solutions Advisor Registration Candidate - Louisville Market
Saint Matthews · Full-time · Posted Oct 22, 2026
- Experience
- A minimum of one year of financial services industry or sales experience is listed as a desired qualification.
- 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 builds client relationships while obtaining required industry licenses.
What you'll do
- Develops financial plans using brokerage, banking, and money-managed products, and recommends strategies aligned with client goals.
- Triages client requests and refers them to internal service providers based on client needs and asset thresholds.
- Identifies prospective clients and manages risk in daily activities.
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; ability to manage multiple tasks and adapt to new technology.
- Effective communication and collaboration, with a results-driven mindset that prioritizes client interests.
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
stocks, bonds, mutual funds, annuities
Model-written summary · the original posting is authoritative