Financial Solutions Advisor Registration Candidate - Eastern Long Island Market

Bank of America • Medford, OR

3d • Onsite

About The Position

At Bank of America, this role provides comprehensive advice and customized solutions to clients to help them achieve their financial goals. The Financial Solutions Advisor works with clients to review their financial and investment goals, develop financial plans, and recommend products and strategies. The position triages client leads and requests, makes referrals to internal business partners based on client needs and asset thresholds, and identifies potential new clients through referrals and financial center clientele. It also requires completing relevant licenses and training and managing risk in daily activities.

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 maintain good standing. Failure to obtain or maintain registration may result in disciplinary action, up to and including termination.

The role is open across the market. The specific Financial Center location will be determined based on business needs. New hires will train at one financial center and may initially work in a phone-based capacity until another financial center within a reasonable commuting distance of their home is identified, to the extent permitted by applicable law. The position is first shift and is 40 hours per week. It is compensated with a base salary and is not incentive eligible. The stated hourly pay range is $28.85–$33.65, with offers determined by experience, education, and skill set. 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 create 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.
• High school diploma, GED, secondary school education, or equivalent.
• Must obtain and maintain SAFE Act registration and complete the required SAFE Act background check.

Nice To Haves

• Currently holds the FINRA Securities Industry Essentials (SIE) qualification.
• Bachelor’s degree.
• 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-managed solutions.
• Recommend banking and investment strategies that align 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 licenses and training and expand relevant knowledge.

Benefits

• Benefits eligibility.
• Paid time off.
• Resources and support for employees’ physical, emotional, and financial wellness.
• Affordable, competitive, and flexible benefits.

What This Job Offers

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