Financial Solutions Advisor Registration Candidate- 4 Penn Center Financial Center

Bank of America•Philadelphia, PA

3d•Onsite

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 position requires applying and expanding knowledge by completing required licenses and training. The role may involve providing residential mortgage loans and is subject to SAFE Act registration requirements. Employees engaged in residential mortgage loan originations must register with the federal registry system, maintain good standing, and complete the required background check. Failure to obtain or maintain registration may result in disciplinary action, up to and including termination. Bank of America describes an in-office culture that supports collaboration, engagement, and career development, with role-specific flexibility based on responsibilities and business needs. The position is at the 4 Penn Center Financial Center and is scheduled for 40 hours per week on first shift.

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, or equivalent.
Must register with the federal registry system and complete the required SAFE Act background check for the role’s registration requirements.

Nice To Haves

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

Responsibilities

Works with clients to plan short- and long-term financial goals by building a financial plan using brokerage products such as stocks, bonds, mutual funds, and annuities, as well as banking and money management solutions.
Recommends banking and investment strategies aligned with clients’ financial goals and needs.
Triages client requests and refers clients to appropriate internal service providers based on client needs and asset thresholds.
Mitigates and controls risk as part of daily activities.
Identifies and engages potential new clients through referrals or financial center clientele.
Completes required licenses and training.