Financial Solutions Advisor - College Station Area

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

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  Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions

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  Recommends banking and investments strategies that align with client financial goals and needs

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  Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds

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  Mitigates and controls risk as part of daily activities

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  Identifies and engages potential new clients through referrals or financial center clientele

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  Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

• Account Management

• Advisory

• Client Experience Branding

• Customer and Client Focus

• Oral Communications

• Active Listening

• Attention to Detail

• Client Solutions Advisory

• Issue Management

• Pipeline Management

• Causation Analysis

• Client Management

• Policies, Procedures, and Guidelines

• Risk Management

• Written Communications

• High School Diploma / GED / Secondary School or equivalent

• Monday - Friday and rotating Saturdays

This position is open for the entire market and the specific Financial Center location will be based on business needs.  If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone-based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law.