Financial Solutions Advisor – SAFE Act Registered

Bank of America; New Canaan; On-site; PHP 2,543,000 - 2,966,000; Full time

Job summary

Bank of America is seeking a Financial Advisor to provide comprehensive financial guidance and tailored solutions to clients. You will triage leads, refer to partners, and meet clients to review goals and recommendations.

This role requires licensure readiness, strong client relationship skills, and the ability to work in a fast-paced environment while maintaining regulatory compliance and a customer-focused mindset.

Qualifications

• High School Diploma or GED required.
• Bachelor’s degree preferred or equivalent sales/financial services experience.
• FINRA SIE license is preferred or required where applicable.

Responsibilities

• Provide comprehensive financial advice and customized solutions to clients.
• Triages client leads and refers to business partners based on client needs and asset thresholds.
• Meet with clients to review financial goals and recommend products.

Skills

Client experience

Financial planning

Investment management

Referral management

Portfolio management

Oral communications

Risk management

Trading

Client management

Executive presence

Prospecting

Education

High School Diploma

Bachelor’s degree (preferred)

FINRA SIE (preferred)

Job description

Bank of America is seeking a Financial Advisor to provide comprehensive financial guidance and tailored solutions to clients. You will triage leads, refer to partners, and meet clients to review goals and recommendations.

This role requires licensure readiness, strong client relationship skills, and the ability to work in a fast-paced environment while maintaining regulatory compliance and a customer-focused mindset.