Financial Solutions Advisor Registration Candidate - Westchester/Bronx 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 triages client leads, makes referrals to business partners based on client needs and asset thresholds, and meets 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 requires SAFE Act registration. Employees must register with the federal registry system, complete the required SAFE Act 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 open across the Westchester/Bronx market. The specific Financial Center location is based on business needs. An employee will initially train at one Financial Center and may begin in a phone-based capacity until another location within a reasonable commuting distance of home is determined, to the extent permitted by applicable law. Bank of America describes its work culture as in-office, with flexibility based on role responsibilities and business needs. The role is first shift and 40 hours per week. Compensation is a base salary of $28.85–$33.65 per hour, determined based on experience, education, and skill set; it is not incentive eligible. The role 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 education, or equivalent.
- Must register with the federal registry system and complete the required SAFE Act background check; employees must maintain SAFE Act 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 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 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.
- Complete required licenses and training.
Benefits
- Benefits eligibility.
- Access to paid time off.
- Affordable, competitive, and flexible benefits supporting 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
