Financial Solution Advisor Registration… at Bank of America · Katonah

Summary: Bank of America is committed to helping make financial lives better through every connection. The Financial Solution Advisor Registration Candidate role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. 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 - Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Preferred 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 Required Skills: Industry licenses, Client relationship management, Financial planning, Brokerage products, Investment management, Risk management, Technology adaptation, Self-discipline, Results-driven mindset Benefits: Industry-leading benefits, Access to paid time off, Resources and support to our employees