Financial Solutions Advisor Registration Candidate - Eastern Long Island Market

Financial Solutions Advisor Registration Candidate - Eastern Long Island Market

Southampton, New York;Huntington, New York; College Point, New York; Patchogue, New York

To proceed with your application, you must be at least 18 years of age.

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Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position.

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To proceed with your application, you must be at least 18 years of age.

Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Southampton/Financial-Solutions-Advisor-Registration-Candidate---Eastern-Long-Island-Market_26023077)

Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position.

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Job Description:

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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

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

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

Job Description:

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key 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 and recommend products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities:

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  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

  
  


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  Recommends banking and investments strategies that align with client financial goals and needs

  
  


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  Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activities

  
  


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  Identifies and engages potential new clients through referrals or financial center clientele

  
  

Required Qualifications:

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  Aptitude in obtaining required industry licenses

  
  


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  Must be self-disciplined in managing time and capacity

  
  


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  Experience in cultivating client relationships, assessing needs and recommending solutions

  
  


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  Success creating strong peer relationships through effective communication and collaboration

  
  


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  Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment

  
  


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  Executes multiple tasks simultaneously

  
  


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  Learns and adapts to new technology or applications

  
  

Desired Qualifications:

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  Currently holds FINRA Securities Industry Essentials (SIE)

  
  


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  Bachelor's degree and/or a minimum of one year of financial services industry or sales experience?

  
  

Schedule: Monday - Fridays and rotating Saturdays

Skills:

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  Client Experience Branding

  
  


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  Client Solutions Advisory

  
  


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  Investment Management

  
  


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  Pipeline Management

  
  


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  Referral Management

  
  


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  Client Management

  
  


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  Customer and Client Focus

  
  


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  Portfolio Management

  
  


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  Prospecting

  
  


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  Referral Identification

  
  


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  Business Acumen

  
  


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  Executive Presence

  
  


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  Oral Communications

  
  


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  Risk Management

  
  


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  Trading

  
  

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week:

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

View your "Know your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf) " poster.

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.