Financial Solutions Advisor Registration Candidate - Boston West Market

Bank of America • Waltham, MA

1d • $29 - $34 • Onsite

About The Position

At Bank of America, this role provides comprehensive advice and customized solutions to clients to help them achieve financial goals. The 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, good standing in the federal registry system, and completion of a required background check. Failure to obtain or maintain registration may result in disciplinary action, up to and including termination.

The position is open across the Boston West market, with the specific financial center location determined by business needs. A new hire will train at one financial center and may initially work in a phone-based capacity until a financial center within a reasonable commuting distance is determined, as permitted by applicable law. The position is based in the United States, is a first-shift role, and is scheduled for 40 hours per week. The role is compensated with a base salary and is not incentive eligible. It 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.
• 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 with the federal registry system and complete the required SAFE Act background check; maintain SAFE Act registration in good standing.
• High school diploma, GED, secondary school, or equivalent.

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 developing 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 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.
• Meet with clients to review financial and investment goals and recommend products.
• Complete required licenses and training to apply and expand role-related knowledge.

Benefits

• Benefits eligible.
• Access to paid time off.
• Resources and support for employees.
• Affordable, competitive, and flexible benefits supporting physical, emotional, and financial wellness.

What This Job Offers

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