Financial Solutions Advisor Registration Candidate - Boston West Market

Bank of America • Waltham, MA

4d • $29 - $34 • Onsite

About The Position

At Bank of America, the Financial Solutions Advisor provides comprehensive advice and customized solutions to clients to help them 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 employee 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. 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 position is open across the Boston West market, with the specific Financial Center location determined by 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 of home is determined, as permitted by applicable law. The role is first shift and 40 hours per week. Compensation is a base salary of $28.85–$33.65 per hour, determined by experience, education, and skill set; it is not incentive eligible. The role is benefits eligible and includes access to paid time off and employee resources and support.

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.
• Must register with the federal registry system and complete the required SAFE Act background check; must maintain SAFE Act registration in good standing.
• Minimum education requirement: High School Diploma, GED, Secondary School, or equivalent.

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 financial plans using brokerage products such as stocks, bonds, mutual funds, and annuities, as well as banking and managed-money 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.

Benefits

• Benefits eligible.
• Access to paid time off.
• Resources and support for employees.

What This Job Offers

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