Financial Solutions Advisor Registration Candidate - Eastern Long Island Market

Bank of America • Medford, OR

1d • $29 - $34 • Onsite

About The Position

At Bank of America, the Financial Solutions Advisor Registration Candidate provides comprehensive advice and customized solutions to help clients achieve their financial goals. The role involves triaging client leads, referring clients to business partners based on their needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. The advisor builds financial plans using brokerage products, banking solutions, and money-managed solutions, and applies and expands their knowledge by completing required licenses and training.

The position may involve residential mortgage loan origination and therefore requires SAFE Act registration and a background check. Employees must register with the federal registry system and remain in good standing; failure to obtain or maintain registration may result in disciplinary action, up to and including termination.

The position is open across the entire Eastern Long Island market. The specific Financial Center location will depend on business needs. The employee 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 is determined, to the extent permitted by applicable law. The role is based on Bank of America’s in-office culture, with flexibility depending on role responsibilities and business needs.

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.
• Ability to complete required SAFE Act registration and background check and maintain 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 with brokerage products, including 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 client 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

• Paid time off.
• Industry-leading benefits and resources and support for employees; the role is currently benefits eligible.

What This Job Offers

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