Financial Solutions Advisor Registration Candidate - Southern CT Market

Bank of America • Stratford, CT

1d • $29 - $34 • Onsite

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, referring clients to business partners based on their needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. Advisors apply and 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 Southern CT market. A specific financial center assignment will depend on business needs. New hires 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, to the extent permitted by applicable law. This is a first-shift role with 40 hours per week. Compensation is a base salary of $28.85–$33.65 per hour, with offers determined by experience, education, and skill set; the position is not incentive eligible. The role 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.
• 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 qualification, or equivalent.
• SAFE Act registration and completion of the required background check; employees must maintain 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 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 clients to appropriate internal service providers based on their 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’ physical, emotional, and financial wellness.

What This Job Offers

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