Financial Solutions Advisor Registration Candidate - Ashland Financial Center
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 role includes 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 applies and expands their knowledge by completing required licenses and training. The position may involve residential mortgage loan origination and is subject to SAFE Act registration requirements. Employees must register with the federal registry system, complete the required background check, and remain in good standing; failure to obtain or maintain registration may result in disciplinary action, up to and including termination. The role is part of Bank of America’s in-office culture, with expectations based on role responsibilities and business needs. The position is open across the market, and the specific financial center location will be based on business needs. The employee will train at one financial center and may initially work in a phone-based capacity until a financial center within a reasonable commuting distance of home is determined, to the extent permitted by applicable law. This position is first shift and 40 hours per week. Compensation is a base salary and is not incentive 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.
- SAFE Act registration and the required background check are required for employees engaged in residential mortgage loan origination.
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
- Work with clients to plan short- and long-term financial goals by building financial plans using brokerage products, including 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 industry licenses and training.
- Register with the federal registry system, complete the required SAFE Act background check, and maintain good standing if engaged in residential mortgage loan origination.
Benefits
- Benefits eligibility.
- Access to paid time off.
- Resources and support for employees’ physical, emotional, and financial wellness.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
