Financial Solutions Advisor Registration Candidate - Concord Center Financial Center
Concord, New Hampshire, United States · On-site
$28/hr–$33/hr
Entry level$3.6B raised
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, t…
Job Description: Job Title: Quantitative Finance Analyst Corp Title: up to Assistant Vice President Location: Bromley At Bank of America, we are guided by a common purpose to help make financial lives better through the …
VP, Markets Support Specialist (Collateral Operations), Global Markets Operations
Singapore, Singapore · Hybrid
Senior+$3.6B raised
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, t…
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Skills: Adaptability, Business Acumen, Customer And Client Focus, Oral Communications, Problem Solving
Greenwood Village, Colorado, United States · Hybrid
$52k–$96k/yr
Senior$3.6B raised
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of t…
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, t…
Skills: Adaptability, Business Acumen, Customer And Client Focus, Oral Communications, Problem Solving
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, t…
Skills: Adaptability, Business Acumen, Customer And Client Focus, Oral Communications, Problem Solving
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$25/hr–$26/hr
Entry level$3.6B raised
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Skills: Adaptability, Business Acumen, Customer And Client Focus, Oral Communications, Problem Solving
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Greenville, South Carolina, United States · On-site
Entry level$3.6B raised
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Senior$3.6B raised
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Life Services Financial Solutions Advisor (Series 7 required) - Lincoln, RI
Riverside, California, United States · On-site
$65k–$85k/yr
Mid level$3.6B raised
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Financial Solutions Advisor - Upstate New York Market
Rochester Hills, Michigan, United States · On-site
$70k–$80k/yr
Mid level$3.6B raised
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Merrill Advisor Development Program - Financial Advisor: Morristown Short Hills Market
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Financial Center Assistant Manager - West Oakland Financial Center
Sunrise, Florida, United States · On-site
Mid level$3.6B raised
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Senior Banker - Flushing NY Area *Bilingual Mandarin Required
Flushing, Michigan, United States · On-site
$25/hr–$31/hr
Entry level$3.6B raised
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Client Services Representative II - Preferred Deposits - 2nd Shift - East Providence, RI
Riverside, California, United States · Hybrid
$25/hr–$27/hr
Entry level$3.6B raised
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Mid level$3.6B raised
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Skills: Account Management, Business Development, Client Management, Client Solutions Advisory, Customer and Client Focus
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, t…
Skills: Adaptability, Business Acumen, Customer And Client Focus, Oral Communications, Problem Solving
Financial Solutions Advisor Registration Candidate - Concord Center Financial Center
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$28/hr–$33/hr
Full-time
high school, bachelor degree
Paid Time Off, Physical, Emotional, And Financial Wellness Support
Posted 20d ago
~40 hrs/week
Responsibilities
The role involves providing comprehensive financial advice and customized solutions to help clients achieve their financial goals. Key duties include triaging client leads, making referrals to business partners, and recommending investment products like stocks and bonds.
Requirements
Candidates must have the aptitude to obtain industry licenses and experience in cultivating client relationships. A bachelor's degree or one year of financial services/sales experience is desired, along with the ability to manage time and capacity effectively.
Full job description
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:
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
Desired 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
Schedule: Monday – Fridays and rotating Saturdays
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
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - MA - Concord - 52 MAIN ST - CONCORD CENTER BC (MA6128)Pay and benefits informationPay range$28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set.Predictable payThis role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Building connections and turning possibilities into achievements. What would you like the power to do?®
Industry
Banking
Company size
10,001+ employees
Headquarters
Charlotte, NC
LinkedIn followers
3,416,446
Total funding
$3.6B
Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading.
This LinkedIn company page is moderated. For more information, please visit: https://bit.ly/32FDdQr.
For account issues, please visit: https://bit.ly/2GeTIeP.
Offices: 100 North Tryon Street, Charlotte, NC 28202, US · 16001 Dallas Pkwy, Addison, TX 75001, US · 3123 N Scottsdale Rd, Scottsdale, AZ 85251, US · 135 S La Salle St, Chicago, IL 60603, US · 500 W 7th St, Fort Worth, TX 76102, US
Building connections and turning possibilities into achievements. What would you like the power to do?®
Industry
Banking
Company size
10,001+ employees
Headquarters
Charlotte, NC
LinkedIn followers
3,416,446
Total funding
$3.6B
Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading.
This LinkedIn company page is moderated. For more information, please visit: https://bit.ly/32FDdQr.
For account issues, please visit: https://bit.ly/2GeTIeP.
Offices: 100 North Tryon Street, Charlotte, NC 28202, US · 16001 Dallas Pkwy, Addison, TX 75001, US · 3123 N Scottsdale Rd, Scottsdale, AZ 85251, US · 135 S La Salle St, Chicago, IL 60603, US · 500 W 7th St, Fort Worth, TX 76102, US
