Financial Solutions Advisor Registration Candidate - Boston West Market

Bank of America • Newton, MA

1d • $29 - $34 • Onsite

About The Position

At Bank of America, this role provides comprehensive advice and customized solutions to help clients achieve their financial goals. The Financial Solutions Advisor triages client leads, makes referrals to business partners based on client needs and asset thresholds, and meets with clients to review their financial and investment goals and recommend products. The position requires developing knowledge through required licenses and training. It may involve residential mortgage loan origination and therefore requires SAFE Act registration, a required background check, and maintenance of good standing in the federal registry. Failure to obtain or maintain registration may result in disciplinary action, up to and including termination.

The position is open across the Boston West market. The specific Financial Center location will be based on business needs. 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 law. This is a first-shift role with 40 hours per week. Compensation is a base hourly wage of $28.85–$33.65, determined based on experience, education, and skill set; the role is not incentive eligible. The position is benefits eligible and includes access to paid time off and employee resources and support.

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 register with the federal registry system and submit to the required SAFE Act background check for this registration-required position.

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 management 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 and maintain required SAFE Act registration and good standing.

Benefits

• Benefits eligible.
• Access to paid time off.
• Employee resources and support.
• 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