Financial Solutions Advisor Registration Candidate - Upstate New York Market

Bank of America • Rochester, NY

1d • Onsite

About The Position

At Bank of America, the Financial Solutions Advisor helps clients achieve their financial goals by providing comprehensive advice and customized solutions. The role triages client leads and requests, refers clients to business partners based on their needs and asset thresholds, and meets with clients to review financial and investment goals and recommend products. Advisors build financial plans using brokerage products—including stocks, bonds, mutual funds, and annuities—as well as banking and managed-money solutions. They recommend strategies aligned with client needs, manage risk, and identify potential clients through referrals and financial center clientele.

The position requires completing required licenses and training and is subject to SAFE Act registration and background-check requirements because it may involve residential mortgage loan origination. Employees must register with the federal registry and remain in good standing; failure to obtain or maintain registration may result in disciplinary action, up to and including termination.

This role is open across the Upstate New York market. If hired, the employee will initially train at one financial center and may then work in a phone-based capacity until a financial center location within a reasonable commuting distance of home is determined, to the extent permitted by law. The role is first shift and works 40 hours per week. Compensation is $28.85–$33.65 per hour, based on experience, education, and skill set; the position has base pay and is not incentive eligible. It is benefits eligible and includes access to paid time off.

Requirements

• Aptitude for obtaining required industry licenses.
• Self-discipline in managing time and capacity.
• Experience cultivating client relationships, assessing needs, and recommending solutions.
• Ability to build strong peer relationships through effective communication and collaboration.
• Results-driven mindset while prioritizing clients’ interests in a complex, fast-paced environment.
• Ability to execute multiple tasks simultaneously.
• Ability to learn and adapt to new technology or applications.
• High school diploma, GED, secondary school qualification, or equivalent.
• Must register with the federal registry and submit to the required SAFE Act background check; must maintain SAFE Act registration in good standing.

Nice To Haves

• Currently holds FINRA Securities Industry Essentials (SIE).
• Bachelor’s degree and/or at least one year of financial services industry or sales experience.

Responsibilities

• Work with clients to plan short- and long-term financial goals by building financial plans using brokerage products, banking solutions, and managed-money solutions.
• Recommend banking and investment strategies aligned with clients’ financial goals and needs.
• Triage client requests and refer them to appropriate internal service providers based on their needs and asset thresholds.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals or financial center clientele.
• Complete required licenses and training and maintain required SAFE Act registration.

Benefits

• Benefits eligibility.
• Access to paid time off.
• Affordable, competitive, and flexible benefits supporting physical, emotional, and financial wellness.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED