Financial Solutions Advisor: SAFE Act Registered

Bank of America; Town of Brooklyn (WI); On-site; USD 40,000 - 46,000; Full time

Job summary

Bank of America is looking for a financial Services professional to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. You will triage leads, refer to partners based on client needs and asset thresholds, and meet with clients to review goals and recommend products.

This role requires pursuing required licenses, with the potential for residential mortgage loan origination work and SAFE Act registration.

Qualifications

• Minimum education: High School Diploma / GED / Secondary School or equivalent
• Bachelor's degree and/or one year of financial services or sales experience (DESIRED)
• Aptitude in obtaining required industry licenses
• Experience in cultivating client relationships and recommending solutions
• Strong communication and collaboration skills
• Ability to manage multiple tasks in a fast-paced environment
• Willingness to learn and adapt to new technology or applications

Responsibilities

• Works with clients to plan short and long‑term financial goals using brokerage products
• Recommends banking and investment strategies aligning with client needs
• Triages client requests and refers to internal service providers by asset thresholds
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or existing clientele

Skills

Client Experience

Advisory

Investment Management

Portfolio Management

Prospecting

Risk Management

Executive Presence

Oral Communications

Education

Bachelor's degree

FINRA SIE (desirable)

Job description

Bank of America is looking for a financial Services professional to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. You will triage leads, refer to partners based on client needs and asset thresholds, and meet with clients to review goals and recommend products.

This role requires pursuing required licenses, with the potential for residential mortgage loan origination work and SAFE Act registration.