Financial Solutions Advisor Registration Candidate - North Kingstown Financial Center
About The Position
At Bank of America, this role supports the company’s purpose of helping make financial lives better and delivering Responsible Growth for clients, teammates, communities, and shareholders. The company emphasizes an inclusive, caring workplace, career development, and an in-office culture that supports collaboration and engagement, with flexibility based on role responsibilities and business needs. The Financial Solutions Advisor provides comprehensive advice and customized solutions to help clients achieve financial goals. The role 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 advisor applies and expands 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 maintain good standing. Failure to obtain or maintain registration may result in disciplinary action, up to and including termination. This is a first-shift role for 40 hours per week at the North Kingstown Financial Center in North Kingstown, Rhode Island. The role is compensated with a base salary and is not incentive eligible. The stated hourly pay range is $28.85–$33.65, with offers determined by experience, education, and skill set. The position is currently benefits eligible and includes access to paid time off and other employee resources and support.
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.
- Must register with the federal registry system, complete the required SAFE Act background check, and remain in good standing if engaged in residential mortgage loan origination.
Nice To Haves
- Currently holds the FINRA Securities Industry Essentials (SIE) credential.
- Bachelor’s degree.
- 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 them 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 and maintains any required SAFE Act registration.
Benefits
- Access to paid time off.
- The role is currently benefits eligible; the posting describes industry-leading benefits and employee resources and support.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
