Financial Solutions Advisor Registration Candidate - Upstate New York Market
About The Position
At Bank of America, this role provides comprehensive advice and customized solutions to help clients achieve their 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 involves applying and expanding 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 SAFE Act 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 market; the specific Financial Center location will depend on business needs. An offered candidate will train at one financial center and may initially work in a phone-based capacity until a location within a reasonable commuting distance of home is determined, as permitted by applicable law. The role is based in the Upstate New York market and has a first shift schedule of 40 hours per week. Compensation is a base salary of $28.85–$33.65 per hour, determined by experience, education, and skill set; the role 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 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.
- Register with the federal registry system and complete the required SAFE Act background check; maintain SAFE Act registration in good standing.
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-managed 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 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
- Paid time off
- Benefits eligibility
- Resources and support for employees
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
