Financial Solutions Advisor Registration Candidate - Boston West Market

Bank of America • Waltham, MA

1d • Onsite

About The Position

At Bank of America, the Financial Solutions Advisor helps clients achieve financial goals by providing comprehensive advice and customized solutions. 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 trainings.

The position may involve residential mortgage loan origination and therefore requires SAFE Act registration, including completion of the required background check and maintenance of good standing. Failure to obtain or maintain registration may result in disciplinary action, up to and including termination.

This position is open across the entire Boston West market. The specific financial center location will be determined based on business needs. A new hire will train at one financial center and may initially work in a phone-based capacity until another location within a reasonable commuting distance of home is determined, to the extent permitted by applicable law. The position follows an in-office culture, with expectations and flexibility based on role responsibilities and business needs.

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 create 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, 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 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 management solutions.
• Recommend banking and investment strategies aligned with clients’ financial goals and needs.
• Triage client requests and refer them to appropriate internal service providers based on client 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.
• Complete required licenses and trainings.

Benefits

• Paid time off.
• Benefits eligibility.
• Resources and support for employee well-being.

What This Job Offers

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