Financial Solutions Advisor Registration Candidate - Mount Hope Financial Center, NY

Bank of America; Rochester; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial institution in Rochester seeks a dedicated Financial Solutions Advisor. This role offers comprehensive training and progression through key milestones, including the opportunity to build client relationships and provide tailored financial solutions. Candidates should possess a strong desire for growth in the financial sector and must be adaptable and focused on customer care.

Benefits

Paid time off

Resources to support employee growth

Marketing support

Qualifications

• Passion for growing a career and improving clients' financial lives.
• Ability to build and manage client relationships.
• Experience in financial services or sales is desirable.

Responsibilities

• Obtain necessary Securities Industry licenses.
• Guide clients with financial advice and solutions.
• Deliver banking and investment solutions.

Skills

Goal-setting

Relationship-building

Clear communication

Collaboration

Managing complexity

Adaptability

Time management

Regulatory diligence

Education

Bachelor's degree or relevant experience

Tools

Computer proficiency

Job description

Social network you want to login/join with:

Financial Solutions Advisor Registration Candidate - Mount Hope Financial Center, NY, Rochester

Client:

Bank of America

Location:

Job Category:

Other

EU work permit required:

Yes

Job Reference:

27af721bf84e

Job Views:

16

Posted:

12.08.2025

Expiry Date:

26.09.2025

Job Description:

Description:
At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our digital platform. We aim to provide care and guidance for our clients when they need us most – whether they are just starting out, buying a home, building a family or planning for retirement.

We are looking for the next generation of Financial Advisors—those passionate about growing a long-term career and improving clients’ financial lives. Join us and receive comprehensive training from our Academy, including hands-on practice, coaching, and support throughout your onboarding. The Academy offers a structured path to becoming an advisor through a multi-stage program, equipping you with the skills needed for success.

As a Financial Solutions Advisor Stage I (FSA I), you will obtain your Securities Industry licenses, including classes for the SIE, Series 7, and Series 66 exams. You will learn to build and manage client relationships, consider complex financial situations, and guide clients with advice and solutions. After reaching key milestones, you will work in a financial center to deliver banking, investment solutions, and client care. Progression to Stage II involves deepening client relationships and expanding your skills, with opportunities for advancement within Bank of America and Merrill.

This position requires SAFE Act registration, including background checks and registration processes. Failure to maintain registration may lead to termination.

We’ll support you to:

• Build a successful career with world-class training and onboarding.
• Receive coaching from dedicated managers.
• Grow your knowledge through a consultative approach.
• Obtain necessary licenses within specified timelines.
• Build your network by interacting with various clients.
• Provide comprehensive advice and client reviews.
• Collaborate with banking and investment partners.

As a Financial Solutions Advisor Stage I, you can expect:

• Unlimited potential for growth.
• A strong referral network.
• Managing a portfolio and providing exceptional client care.
• Marketing support and ongoing professional development.
• Opportunities to connect with specialists.

Our culture:

• Supports responsible growth and community service.
• Offers continuous training and development.
• Values diversity and inclusion.
• Focuses on innovative tools and client-first approaches.

Required skills include goal-setting, relationship-building, clear communication, collaboration, managing complexity, adaptability, time management, and regulatory diligence.

Desired skills include computer proficiency, a bachelor’s degree or relevant experience, and experience in financial services or sales.

Shift: 1st shift (United States of America)

Hours Per Week: 40

Pay Transparency details:
Pay range: $28.85 - $33.65 hourly, based on experience.
This role offers a base salary, not incentive-eligible.
Benefits are provided, including paid time off and resources to support employee growth.