Bank of America
Financial Solutions Advisor Registration Candidate-Richmond-Manchester Financial Center
Richmond · Full-time · Posted Oct 19, 2026
- Experience
- The posting lists a minimum of one year of financial services industry or sales experience as a desired qualification.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides financial advice and tailored banking and investment solutions, helping clients plan for financial goals and referring them to appropriate internal partners.
What you'll do
- Build financial plans using brokerage, banking, and money management solutions; recommend strategies aligned with client needs.
- Triage client requests and refer them to internal service providers based on needs and asset thresholds.
- Identify potential clients, manage risk, and build client relationships.
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 handle multiple tasks and adapt to technology.
- Effective communication and collaboration, with a results-driven mindset and focus on clients’ 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.
Pay
$28.85 - $33.65 hourly pay (base salary)
Tools
stocks, bonds, mutual funds, annuities
Model-written summary · the original posting is authoritative