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Jobs · Consulting · New York

Financial Solutions Advisor Registration Candidate - East Meadow Financial Center

Bank of America · East Meadow, NY · 1 wk ago
ConsultingFull-time

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We drive Responsible Growth and deliver for our clients, teammates, communities, and shareholders every day. Our inclusive workplace supports every teammate’s success, career growth, and contribution to shared success. We value diverse perspectives from all backgrounds and career paths, fostering resilience, leadership, and innovation.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations with flexibility based on role-specific responsibilities and business needs.

About the role

This role provides comprehensive advice and customized financial solutions to clients to help them achieve their financial goals. 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. This position may involve residential mortgage loan origination and requires SAFE Act registration, including background checks.

Responsibilities

  • Works with clients to plan short and long-term financial goals by building a financial plan with brokerage products (stocks, bonds, mutual funds, annuities) and banking or money-managed solutions.
  • Recommends banking and investment strategies aligned 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.

Requirements

  • Aptitude for obtaining required industry licenses.
  • Self-disciplined in managing time and capacity.
  • Experience cultivating client relationships, assessing needs, and recommending solutions.
  • Success in creating strong peer relationships through effective communication and collaboration.
  • Demonstrates a results-driven mindset while prioritizing client interests in a fast-paced environment.
  • Ability to execute multiple tasks simultaneously.
  • Adapts to new technology or applications.

Qualifications

  • High School Diploma, GED, or equivalent (minimum education requirement).
  • Currently holds FINRA Securities Industry Essentials (SIE) (desired).
  • Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience (desired).

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

Schedule

  • Monday – Friday and rotating Saturdays.
  • 1st shift (United States of America).
  • 40 hours per week.

This position is open market-wide. Training will occur at one financial center, followed by a potential phone-based role until a permanent financial center location is assigned within a reasonable commuting distance of your home, as permitted by applicable law.

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