Financial Solutions Advisor Registration Candidate - Southern CT 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 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, with the specific Financial Center location determined by business needs. If hired, the employee 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 determined, as permitted by law. Bank of America describes its approach as committed to an in-office culture, with flexibility based on role responsibilities and business needs. The role is first shift and 40 hours per week. Compensation is a base salary of $28.85–$33.65 per hour, determined based on experience, education, and skill set; it 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.
- Success building 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.
- Must obtain and maintain SAFE Act registration and complete the required background check.
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
- 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.
Benefits
- Benefits eligible; paid time off and employee resources and support are mentioned.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
