Bank of America
Financial Solutions Advisor - Utah South Market - Spanish Preferred
West Jordan +1 · Full-time · Posted Oct 19, 2026
- Location
- West Jordan
American Fork - Experience
- Minimum one year in the investments industry and minimum one year in financial services and/or a sales environment where goals were met or exceeded. Desired: three or more years in financial services and/or goal-based sales.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides personalized financial advice and brokerage recommendations, develops financial plans, and connects clients with appropriate banking and investment resources.
What you'll do
- Build financial plans and recommend brokerage products and banking and investment strategies aligned with clients’ goals.
- Triage client requests, refer clients to internal partners, and identify potential new clients.
- Manage risk and provide coaching and feedback to referral partners.
What they ask for
- Currently holds Series 7 and Series 66 licenses, or Series 63 and 65 in lieu of Series 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 and/or goal-based sales experience.
- 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.
- Three or more years of financial-services and/or goal-based sales experience; additional professional designations or insurance licenses.
Model-written summary · the original posting is authoritative