Financial Solutions Advisor Registration Candidate - Bushwick Financial Center (Bi-Lingual Spanish Required)

Bank of America • Brooklyn, NY

9d • Onsite

About The Position

At Bank of America, this role 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 trainings.

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 role is based at the Bushwick Financial Center in Brooklyn, New York. Bank of America describes an in-office culture intended to support collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs. The position is a 40-hour-per-week, first-shift role. Pay is $28.85–$33.65 per hour, with the offer 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.
• Bilingual Spanish proficiency.
• 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 FINRA Securities Industry Essentials (SIE).
• 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 using brokerage products such as stocks, bonds, mutual funds, and annuities, as well as banking and money management solutions.
• Recommends banking and investment strategies aligned with clients’ financial goals and needs.
• Triages client requests and refers clients to appropriate internal service providers based on their 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 trainings and maintains required SAFE Act registration.

Benefits

• Benefits eligible.
• 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