Financial Solutions Advisor Registration Candidate - Eastern Long Island Market

Bank of America; Medford (NY); On-site; USD 40,000 - 46,000; Full time

Job summary

Bank of America is seeking a client-focused financial advisor to deliver comprehensive financial guidance. The role involves triaging client leads, referring to partners, and reviewing goals to recommend suitable products and services.

You will complete licenses and trainings to support mortgage and SAFE Act requirements. You will engage with clients to build plans using stocks, bonds, mutual funds, annuities, and banking solutions, while maintaining compliance and strong risk controls.

Qualifications

• Requires licenses or ability to obtain required industry licenses
• Experience in cultivating client relationships and assessing needs
• Ability to work in a fast-paced environment and manage multiple tasks

Responsibilities

• Plan clients' short- and long-term financial goals with brokerage and banking products
• Recommend banking and investment strategies aligned with client goals
• Triages client requests and refers to internal service providers based on needs and assets
• Identify and engage new clients through referrals or center clientele

Skills

Client experience

Relationship building

Communication

Sales mindset

Financial planning

Brokerage products

Asset management

Risk management

Portfolio management

Time management

Education

Bachelor’s degree

FINRA SIE

Job description

Job Description

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role‑specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions


• Recommends banking and investments strategies that align with client financial goals and needs


• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
  Mitigates and controls risk as part of daily activities


• Identifies and engages potential new clients through referrals or financial center clientele

Required Qualifications

• Aptitude in obtaining required industry licenses


• Must be self-disciplined in managing time and capacity


• Experience in cultivating client relationships, assessing needs and recommending solutions


• Success creating strong peer relationships through effective communication and collaboration


• Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment


• Executes multiple tasks simultaneously


• Learns and adapts to new technology or applications

Desired Qualifications

• Currently holds FINRA Securities Industry Essentials (SIE)


• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience

Skills

• Client Experience Branding


• Client Solutions Advisory


• Investment Management


• Pipeline Management


• Referral Management


• Client Management


• Customer and Client Focus
  
• Portfolio Management


• Prospecting


• Referral Identification


• Business Acumen


• Executive Presence


• Oral Communications


• Risk Management


• Trading

This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone-based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law.

Shift

1st shift (United States of America)

Hours Per Week

40

Pay Transparency details

US - NY - Medford - 2851 Horseblock RD - MEDFORD BC (NY5248), US - NY - Riverhead - 499 Old Country Rd (NY5281)Pay and benefits informationPay range$28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set.Predictable payThis role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent