Financial Solutions Advisor Registration Candidate - Boston Market
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 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. Advisors apply and expand their knowledge by completing required licenses and training. The role may involve residential mortgage loan origination and therefore requires SAFE Act registration and a required 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 position is open across the Boston market. The specific Financial Center location will depend on business needs. A new hire will train at one financial center and may initially work in a phone-based capacity until a location within a reasonable commuting distance is determined, to the extent permitted by applicable law. This is a first-shift role of 40 hours per week. Compensation is a base salary of $28.85–$33.65 per hour, determined based on experience, education, and skill set; the role is not incentive eligible. The position is 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 under the SAFE Act and complete the required SAFE Act background check; registration must be maintained in good standing.
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 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.
Benefits
- Benefits eligibility.
- Access to paid time off.
- Resources and support for employees.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
