Financial Solutions Advisor Registration Candidate - Boston West Market
About The Position
At Bank of America, the role supports clients in achieving their financial goals by providing comprehensive advice and customized solutions. 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 applies and expands knowledge through required licenses and training. The position may involve residential mortgage loan origination and requires SAFE Act registration and a background check. Employees must register with the federal registry system 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 Boston West market. The specific financial center will be determined by business needs. After training at one financial center, the employee may initially work in a phone-based capacity until another financial center within a reasonable commuting distance of home is identified, to the extent permitted by law. The role is based on a first-shift schedule of 40 hours per week. It is compensated with base salary and is not incentive eligible. The stated pay range is $28.85–$33.65 per hour, with offers determined by experience, education, and skill set. The role 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 education, or equivalent.
- Must register for 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
- Build financial plans with clients to address short- and long-term goals 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 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.
Benefits
- Benefits eligible.
- Access to paid time off.
- Affordable, competitive, and flexible benefits supporting physical, emotional, and financial wellness.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
