Financial Solutions Advisor Registration Candidate - South Shore Market

Bank of America • Dedham, MA

1d • Onsite

About The Position

At Bank of America, the Financial Solutions Advisor 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 involves planning with clients, recommending suitable banking and investment strategies, managing risk, and identifying potential new clients. The advisor is expected to expand their knowledge by completing required licenses and training.

The position may involve residential mortgage loan origination and requires SAFE Act registration, including a background check. Employees must maintain good standing in the federal registry; failure to obtain or maintain registration may result in disciplinary action, up to and including termination. The role is based in the South Shore market. The specific financial center location will depend on business needs. New hires train at one financial center and may initially work in a phone-based capacity until a financial center within a reasonable commuting distance is determined, as permitted by law.

Bank of America describes its culture as focused on Responsible Growth, inclusion, collaboration, engagement, and career development. The company has an in-office culture with role- and business-specific flexibility. This role is first shift, 40 hours per week, and offers hourly pay of $28.85–$33.65, determined based on experience, education, and skill set. It is compensated with a base salary and is not incentive eligible. The role 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 client 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 education, or equivalent.
• Must register for the SAFE Act and submit to the required SAFE Act background check; registration must be maintained in good standing.

Nice To Haves

• Currently holds the FINRA Securities Industry Essentials (SIE) qualification.
• 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 such as stocks, bonds, mutual funds, and annuities, as well as banking and money management 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 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 to apply and expand job-related knowledge.
• Register for and maintain required SAFE Act registration and complete the required background check.

Benefits

• Benefits eligibility.
• Access to paid time off.
• Resources and support for employee well-being and contributions.

What This Job Offers

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