Financial Solutions Advisor Registration Candidate - South Shore Market

Bank of America • Dedham, MA

1d • Onsite

About The Position

At Bank of America, the role supports the company’s purpose of helping make financial lives better through responsible growth and client service. The bank describes an inclusive, caring workplace focused on teammate development, recognition, career growth, and physical, emotional, and financial wellness. Its approach calls for an in-office culture to support collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs.

The Financial Solutions Advisor provides comprehensive advice and customized solutions to help clients achieve financial goals. The role 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. Advisors apply and expand their knowledge by completing required licenses and training. The position may involve residential mortgage loan origination and requires SAFE Act registration and the associated background check; employees must maintain good standing in the federal registry.

The position is open across the South Shore market. The specific financial center is determined by business needs. A new hire will train at one financial center and may initially work in a phone-based capacity until a financial center within a reasonable commuting distance is identified, to the extent permitted by law. This is a first-shift role scheduled for 40 hours per week. Pay is $28.85–$33.65 per hour, with the offer determined by experience, education, and skill set. Compensation consists of 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 qualification, or equivalent.
• Must complete SAFE Act registration and the required background check for this registration-required position.

Nice To Haves

• Currently holds the FINRA Securities Industry Essentials (SIE) qualification.
• 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, including stocks, bonds, mutual funds, and annuities, as well as banking and money-managed 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; register and remain in good standing under SAFE Act requirements when engaged in residential mortgage loan origination.

Benefits

• Benefits eligibility, including access to paid time off and resources and support for employees.
• Affordable, competitive, and flexible benefits supporting employees’ physical, emotional, and financial wellness.

What This Job Offers

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