Financial Solutions Advisor Registration Candidate - Greater Queens NY Market
About The Position
At Bank of America, the Financial Solutions Advisor helps clients achieve their financial goals by providing comprehensive advice and customized solutions. The role includes triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting 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 remain in good standing. Failure to obtain or maintain registration may result in disciplinary action, up to and including termination. This opening is for the entire Greater Queens market; the specific Financial Center location will depend on business needs. A successful candidate will train at one financial center and may initially work in a phone-based capacity until a financial center location within a reasonable commuting distance is determined, to the extent permitted by applicable law. The position is first shift and scheduled for 40 hours per week. Compensation is a base hourly rate and is not incentive 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.
- Must register with the federal registry system and complete the required SAFE Act background check, and maintain SAFE Act registration in good standing.
- Minimum education requirement: High school diploma, GED, secondary school, or equivalent.
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
- 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, as well as banking and money-managed 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 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.
Benefits
- Benefits eligible.
- Access to paid time off.
- Resources and support for employees.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
