Financial Solutions Advisor Registration Candidate - Eastern Long Island Market

Bank of America • Medford, OR

4d • $29 - $34 • Onsite

About The Position

At Bank of America, this role provides comprehensive advice and customized solutions to help clients achieve their financial goals. The advisor triages client leads, refers clients to business partners according to client needs and asset thresholds, and meets with clients to review financial and investment goals and recommend products. The role requires learning and expanding product 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 position is open across the market. The specific Financial Center location will be determined by business needs. A new hire will train at one financial center and may initially work in a phone-based capacity until assigned to another financial center within a reasonable commuting distance of home, to the extent permitted by applicable law. The schedule is first shift, 40 hours per week. The role pays $28.85–$33.65 per hour, with offers based on experience, education, and skill set. It has 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 qualification, or equivalent.
• Must obtain and maintain SAFE Act registration and complete the required SAFE Act background check.

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-managed solutions.
• Recommend banking and investment strategies aligned with clients’ financial goals and needs.
• Triage client requests and refer them 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

• Benefits eligibility
• 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