Financial Solutions Advisor Registration Candidate - Upstate New York Market

Bank of America • Depew, OK

1d • $29 - $34 • Onsite

About The Position

The Financial Solutions Advisor provides comprehensive advice and customized solutions to clients to help them achieve their financial goals. The role involves triaging client leads, referring clients to business partners according to their needs and asset thresholds, and meeting with clients to review their financial and investment goals and recommend products. The advisor may work with brokerage products—including stocks, bonds, mutual funds, and annuities—as well as banking and managed-money solutions. The position requires completing required licenses and training and may involve residential mortgage loan origination. Because the role requires SAFE Act registration, employees must register with the federal registry and complete the required background check; failure to obtain or maintain registration may result in disciplinary action up to termination.

The position is open across the Upstate New York 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 identified, to the extent permitted by applicable law. The role is first shift, 40 hours per week, and is compensated with a base salary of $28.85–$33.65 per hour. It is not incentive eligible and is currently 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.
• Must register with the federal registry system and complete the required SAFE Act background check; must maintain SAFE Act registration.
• 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 building financial plans using brokerage products, banking solutions, and managed-money 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

• Benefits eligibility.
• Paid time off.
• 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