Financial Solutions Advisor - Registration Candidate - Scottsdale Area

Bank of America; Scottsdale (AZ); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Licensing training

Structured career development

Office-based culture

Job summary

Bank of America is hiring for an in-office role at multiple locations across the United States. The position emphasizes building client relationships, delivering comprehensive financial guidance, and collaborating with banking and Merrill partners to meet clients’ financial needs.

Training to obtain required licenses is provided, with a structured path to certification and career growth. Ideal candidates will be adaptable, organized, and capable of balancing client needs with regulatory

Qualifications

• Aptitude in obtaining required industry licenses.
• Time management and capacity.
• Experience cultivating client relationships and identifying needs.
• Strong communication and collaboration skills.
• Ability to manage multiple tasks in a fast-paced environment.
• Learns and adapts to new technology or applications.

Responsibilities

• Provide end-to-end client advisory and reviews, recommending strategies to meet financial goals.
• Collaborate with banking and investment partners to meet client needs.
• Build and maintain relationships with clients and referral sources.
• Grow your network from a financial center to serve a broader client base.

Skills

Client Experience

Investment Management

Portfolio Management

Risk Management

Trading

Oral Communications

Business Acumen

Education

High School Diploma

Job description

Job Description

Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed****

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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’s physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in‑office culture with specific requirements for office‑based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role‑specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Please note that this requisition may contain multiple locations but there is not an immediate opening for every location listed.

We’ll help you

• Build a successful career at Bank of America through world‑class training and on‑boarding programs that set you up for success.
• Get training and one‑on‑one coaching from Academy managers who are invested in your success.
• Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
• Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) through structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
• Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
• Provide end‑to‑end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
• Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.

Required Qualifications

• Aptitude in obtaining required industry licenses.
• Must be self‑disciplined in managing time and capacity.
• Experience in cultivating client relationships, accessing 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
• Spanish speaking

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

Minimum Education Requirement

• High School Diploma / GED / Secondary School or equivalent

Schedule

• Monday – Fridays and rotating Saturdays

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.

Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed*****

Shift

1st shift (United States of America)

Hours Per Week

40