Financial Solutions Advisor - SAFE Act Registered Candidate

Bank of America; New York (NY); On-site; USD 82,667,000 - 96,421,000; Full time

Job summary

Bank of America is hiring a financial adviser to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. You will triage leads, refer to partners based on needs and asset thresholds, and conduct regular reviews of goals and products.

The role requires licenses, strong client relationships, and a drive to meet in a fast-paced environment. You may train at a financial center and later work in a phone-based capacity.

Qualifications

• Need to obtain required industry licenses.
• Strong time-management and capacity handling.
• Experience in cultivating client relationships and needs-based recommendations.
• Ability to build peer relationships through communication and collaboration.
• Maintains a solutions-driven mindset prioritizing client interests.

Responsibilities

• Plan clients' short- and long-term financial goals with brokerage products.
• Recommend banking and investment strategies aligned with goals.
• Triages client requests and refers to internal service providers; manages risk daily.
• Identify and engage potential new clients through referrals or center clientele.

Skills

Client Experience

Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor's degree

Job description

Bank of America is hiring a financial adviser to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. You will triage leads, refer to partners based on needs and asset thresholds, and conduct regular reviews of goals and products.

The role requires licenses, strong client relationships, and a drive to meet in a fast-paced environment. You may train at a financial center and later work in a phone-based capacity.