Financial Solutions Advisor Registration Candidate - Northern MA Market

Bank of America • Wilmington, NC

9d

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 involves triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. The position may involve residential mortgage loan origination and is subject to SAFE Act registration requirements, including registration with the federal registry system and completion of the required background check. Employees must 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 Northern Massachusetts 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 a financial center location within a reasonable commuting distance of home is determined, to the extent permitted by applicable law. Bank of America supports an in-office culture focused on collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs.

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, or equivalent.
• Must register with the federal registry system and complete the required SAFE Act background check.

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-managed solutions.
• Recommend banking and investment strategies that align 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.
• Complete required licenses and training to apply and expand job-related knowledge.

Benefits

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

What This Job Offers

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