Financial Solutions Advisor Registration Candidate - South Shore Market

Bank of America • Dedham, MA

1d • $29 - $34 • Onsite

About The Position

At Bank of America, the role supports the company’s purpose of helping make financial lives better through client connections and Responsible Growth. The company emphasizes an inclusive, caring workplace, teammate development and wellness, and an in-office culture that supports collaboration, engagement, and career development, with role-specific flexibility based on business needs.

The Financial Solutions Advisor provides comprehensive advice and customized solutions to help clients achieve their financial goals. The role triages client leads, refers clients to business partners based on needs and asset thresholds, and meets with clients to review financial and investment goals and recommend products. The position may involve residential mortgage loan origination and requires SAFE Act registration, including a background check and maintaining good standing. Failure to obtain or maintain registration may result in disciplinary action up to and including termination. The role is open across the South Shore market; the specific financial center location depends on business needs. New hires train at one financial center and may initially work in a phone-based capacity until a financial center within a reasonable commuting distance is determined, to the extent permitted by law. This is a first-shift position scheduled for 40 hours per week. Compensation is a base salary, not incentive eligible, with a stated hourly pay range of $28.85 to $33.65; offers depend on 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 clients’ 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 under the SAFE Act, submit to the required background check, and maintain 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 a minimum of one year of financial services industry or sales experience.

Responsibilities

• Works with clients to plan short- and long-term financial goals by building a financial plan with brokerage products, including 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 makes referrals 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.
• Reviews clients’ financial and investment goals and recommends products.

Benefits

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

What This Job Offers

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