Financial Solutions Advisor Registration Candidate - Boston West Market

Bank of America • Newton, MA

3d • Onsite

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, makes referrals to business partners based on client needs and asset thresholds, and meets with clients to review financial and investment goals and recommend products. The role requires completing required licenses and training. It may involve residential mortgage loan origination and requires federal SAFE Act registration and a background check; employees must maintain good standing, and failure to obtain or maintain registration may result in disciplinary action, up to and including termination.

The position is open across the Boston West market. The specific financial center will be determined by business needs. An employee offered the role 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, to the extent permitted by law. Bank of America describes an in-office culture, with flexibility based on role responsibilities and business needs. The position is first shift and is scheduled for 40 hours per week. Compensation is $28.85–$33.65 per hour, with offers based on experience, education, and skill set; the role has a base salary and 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 client 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 and submit to the required SAFE Act background check for this position; required SAFE Act registration must be maintained 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, along with banking and money management 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.
• Complete required licenses and training and maintain required SAFE Act registration if engaged in residential mortgage loan origination.

Benefits

• Benefits eligible.
• Access to paid time off.
• Affordable, competitive, and flexible benefits supporting employees’ physical, emotional, and financial wellness.

What This Job Offers

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