Financial Solutions Advisor Registration Candidate - Western Long Island Market
About The Position
At Bank of America, this role provides comprehensive advice and customized solutions to help clients achieve their financial goals. The advisor triages client leads, 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. The role requires completing required licenses and training and may involve residential mortgage loan origination. Because the position requires SAFE Act registration, employees must register with the federal registry system, complete the required background check, and maintain registration in good standing; failure to do so may result in disciplinary action, up to and including termination. The position is open across the Western Long Island market. The specific Financial Center location will be determined by business needs. An employee offered the role will train at one financial center and may initially 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 applicable law. The role is first shift, 40 hours per week, and is compensated with a base salary of $28.85–$33.65 per hour. Offers are determined based on experience, education, and skill set; the role is not incentive eligible and is currently benefits eligible.
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.
- A 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, or equivalent.
- Must register with the federal registry system, complete the required SAFE Act background check, and 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
- Build financial plans with clients to support short- and long-term goals using brokerage products such as stocks, bonds, mutual funds, and annuities, as well as banking and money-managed solutions.
- Recommend banking and investment strategies aligned with clients’ financial goals and needs.
- Triage client requests and refer clients to appropriate internal service providers based on 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.
Benefits
- Benefits eligible.
- Paid time off.
- Resources and support for employees.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
