Financial Solutions Advisor Registration Candidate - Boston Market

Bank of America • Boston, MA

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 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 requires applying and expanding knowledge by completing required licenses and training.

The position may involve residential mortgage loan origination and therefore requires SAFE Act registration, including registration with the federal registry and completion of the required background check. Employees must maintain 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 market. The specific Financial Center location will depend on business needs. If offered the position, the employee will train at one financial center and may initially work in a phone-based capacity until a financial center within a reasonable commuting distance of home is determined, to the extent permitted by applicable law. The role is in-office, with expectations based on role responsibilities and business needs. It is a first-shift position with 40 hours per week. Compensation is a base salary of $28.85–$33.65 per hour, determined based on experience, education, and skill set; the role is not incentive eligible and 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.
• A 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 and complete the required SAFE Act background check; registration must be maintained in good standing.

Nice To Haves

• Currently holds the FINRA Securities Industry Essentials (SIE) credential.
• Bachelor’s degree and/or 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 with brokerage products such as stocks, bonds, mutual funds, and annuities, as well as banking and money-managed 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 required SAFE Act registration when applicable.

Benefits

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

What This Job Offers

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