Financial Solutions Advisor Registration Candidate - South Shore Market

Bank of America

2d • $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 Financial Solutions Advisor triages client leads, refers clients to business partners based on their needs and asset thresholds, and meets with clients to review financial and investment goals and recommend products. The role requires building knowledge through required licenses and training. It may involve residential mortgage loan origination and therefore requires SAFE Act registration, a background check, and continued good standing in the federal registry system. Failure to obtain or maintain registration may result in disciplinary action, up to and including termination.

The position is open across the South Shore market. The specific Financial Center location will depend on business needs. If hired, 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, to the extent permitted by applicable law. This is an in-office role with role-specific flexibility based on responsibilities and business needs. It is a first-shift position, 40 hours per week. The stated pay range is $28.85–$33.65 per hour, with offers determined by experience, education, and skill set. Compensation is base salary and is not incentive eligible. The role is currently benefits eligible and includes access to paid time off and employee support resources.

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.
• Must register under the SAFE Act, complete the required background check, and maintain good standing if engaged in residential mortgage loan origination.
• 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

• 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.

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