Financial Solutions Advisor Registration Candidate - Pioneer Valley Market

Bank of America • West Hartford, CT

20d • 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 includes triaging client leads, referring clients to business partners based on needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. The advisor is expected to apply and expand their knowledge by completing required licenses and training.

The role 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 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 Pioneer Valley Market. The specific Financial Center location will depend on business needs. After training at one financial center, the employee may initially work in a phone-based capacity until a different center within a reasonable commuting distance of home is determined, to the extent permitted by applicable law. The listed pay range is $28.85–$33.65 per hour, with offers determined by experience, education, and skill set. Compensation is base salary and is not incentive eligible. 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 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 complete SAFE Act registration and the required background check, and maintain registration in good standing.

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 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 client 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 eligibility
• Paid time off

What This Job Offers

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