Financial Solutions Advisor Registration Candidate - Bushwick Financial Center (Bi-Lingual Spanish Required)

Bank of America • New York, NY

10d • $29 - $34 • Onsite

About The Position

At Bank of America, the Financial Solutions Advisor helps clients achieve their financial goals by providing comprehensive advice and customized solutions. The role involves triaging client leads and requests, referring clients to business partners based on their needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend suitable products. Advisors build financial plans using brokerage products such as stocks, bonds, mutual funds, and annuities, as well as banking and money-managed solutions. The role also includes mitigating risk, identifying potential clients through referrals and financial center clientele, and completing required licenses and training. Because the position may involve residential mortgage loan origination, it requires SAFE Act registration and a satisfactory background check; employees must maintain their registration in good standing. Failure to obtain or maintain registration may result in disciplinary action, up to and including termination. The role is based at the Bushwick Financial Center in Brooklyn, New York, and requires Spanish bilingual proficiency. It is a first-shift position scheduled for 40 hours per week. Compensation is $28.85–$33.65 per hour, with offers based on experience, education, and skill set. The role has a base salary and is not incentive eligible. It is currently 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.
• 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.
• Bilingual Spanish proficiency.
• High school diploma, GED, secondary school, or equivalent.
• Must register with the federal registry system and submit to the required SAFE Act background check; 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, banking solutions, and money-managed 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 and maintain required SAFE Act registration.

Benefits

• Paid time off.
• Industry-leading benefits and resources and support for employees; the role is currently benefits eligible.

What This Job Offers

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