Financial Solutions Advisor Registration Candidate - Pioneer Valley Market
About The Position
At Bank of America, the Financial Solutions Advisor helps make clients’ financial lives better by providing comprehensive advice and customized solutions to help them achieve their financial goals. The role involves triaging client leads, referring clients to business partners based on their needs and asset thresholds, and meeting with clients to review their financial and investment goals and recommend products. The advisor is expected to expand their knowledge by completing required licenses and training. 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 remain in good standing. Failure to obtain or maintain registration may result in disciplinary action, up to and including termination. The position is open across the Pioneer Valley market. The specific Financial Center location will be determined based on business needs. An employee may train at one Financial Center and initially work in a phone-based capacity until a suitable Financial Center location within a reasonable commuting distance is determined, to the extent permitted by applicable law. The position is based in an in-office culture, with flexibility according to role responsibilities and business needs. It is a first-shift role of 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. The position 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 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 register with the federal registry system and complete the required SAFE Act background check; must maintain SAFE Act registration in good standing.
Nice To Haves
- Currently holds the FINRA Securities Industry Essentials (SIE) qualification.
- Bachelor’s degree and/or at least one year of financial services industry or sales experience.
Responsibilities
- Works 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.
- Recommends banking and investment strategies aligned with clients’ financial goals and needs.
- Triages client requests and refers clients to appropriate internal service providers based on client needs and asset thresholds.
- Mitigates and controls risk as part of daily activities.
- Identifies and engages potential new clients through referrals or Financial Center clientele.
- Completes required licenses and training to apply and expand job-related knowledge.
Benefits
- Benefits eligibility
- Access to paid time off
- Resources and support for employees’ physical, emotional, and financial wellness
- Affordable, competitive, and flexible benefits
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
