Financial Solutions Advisor Registration Candidate - Trap Falls, CT
Bank of America, Shelton, Connecticut, us, 06484
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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
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.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
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
Schedule Monday – Fridays and rotating Saturdays
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
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
Shift 1st shift (United States of America)
Hours Per Week 40
Pay Transparency details US - CT - Shelton - 1 Trap Falls Rd - Trap Falls (CT2209)
Pay range: $28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set. Predictable pay. This role is compensated with a base salary and is not incentive eligible.
Benefits. This 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.
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Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
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.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
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
Schedule Monday – Fridays and rotating Saturdays
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
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
Shift 1st shift (United States of America)
Hours Per Week 40
Pay Transparency details US - CT - Shelton - 1 Trap Falls Rd - Trap Falls (CT2209)
Pay range: $28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set. Predictable pay. This role is compensated with a base salary and is not incentive eligible.
Benefits. This 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.
#J-18808-Ljbffr