Financial Solutions Advisor Registration Candidate- 4 Penn Center Financial Center

Bank of America • Philadelphia, PA

1d • Onsite

About The Position

At Bank of America, the Financial Solutions Advisor provides comprehensive advice and customized solutions to help clients achieve their 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 works with clients to build financial plans using brokerage products such as stocks, bonds, mutual funds, and annuities, as well as banking and managed-money solutions. The position may involve residential mortgage loan origination and therefore requires SAFE Act registration, including the required background check. Employees must complete required licenses and training and maintain good standing with the federal registry. Failure to obtain or maintain registration may result in disciplinary action, up to and including termination.

Bank of America describes its culture as inclusive and focused on collaboration, career development, and teammate wellness. The company maintains an in-office culture with role-specific flexibility based on 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 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 complete the required SAFE Act background check; maintain SAFE Act registration in good standing.

Nice To Haves

• Currently holds the FINRA Securities Industry Essentials (SIE) qualification.
• 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 products, 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.

What This Job Offers

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