Financial Solutions Advisor Registration Candidate - Eastern Long Island Market (Bi-lingual Spanish Required)

Bank of America•Riverhead, NY

23h•$29 - $34•Onsite

About The Position

At Bank of America, this role provides comprehensive financial advice and customized solutions to help clients achieve their financial goals. The advisor 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 involves completing required licenses and training to apply and expand job knowledge. The role may involve residential mortgage loan origination and is subject to SAFE Act registration requirements. Employees must register with the federal registry system, submit to 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. The position is open across the Eastern Long Island market. The specific Financial Center location will be determined by business needs. A new hire will train at one Financial Center and may initially work in a phone-based capacity until a suitable center within a reasonable commuting distance is determined, to the extent permitted by applicable law. The role is based on a 40-hour workweek and is compensated with a base salary, not incentive pay. The stated pay range is $28.85–$33.65 per hour, with offers determined by experience, education, and skill set.

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.
Spanish speaking ability.
High school diploma, GED, secondary school, or equivalent.

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-managed solutions.
Recommend banking and investment strategies that align with clients’ financial goals and needs.
Triage client requests and refer clients to appropriate internal service providers based on their 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.