Financial Solutions Advisor Registration Candidate - Clifton
Bank of America, Clifton, New Jersey, us, 07015
Overview
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. We are committed to being an inclusive workplace, attracting and developing exceptional talent, supporting wellness, recognizing and rewarding performance, and making 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. You can build a successful career with opportunities to learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins with obtaining your Securities Industry licenses, including dedicated and personalized classes for your Securities Industry Essentials (SIE), Series 7 and Series 66 Exams. Once you obtain your licenses, you will learn foundational skills to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives. You will begin working in a financial center to deliver Bank of America’s core banking, investment solutions and client care. We will equip you with what you need as you progress through the stages of development. When you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress to Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. The Academy will support you with dedicated programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements; you will register and submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in termination. We’ll help you: Build a successful career at Bank of America through world-class training and onboarding programs. Receive training and one-on-one coaching from Academy managers who are invested in your success. Grow your business knowledge using a defined consultative approach with clients to identify needs and appropriate solutions. Earn your SIE, Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) through structured lessons and dedicated study time. You must obtain your SIE within 30 days of hire and your Series 7 & 66 within 120 days, a requirement for the role. Build your network by interacting with banking customers, small business owners and higher net worth clients; leverage relationships to help grow your business. Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. Collaborate with core banking and investment partners to connect clients with Bank of America and Merrill solutions to meet financial needs. Responsibilities and eligibility details reflect the typical progression through the Academy and related programs; duties may evolve with role development. Responsibilities
Build and manage client relationships and deliver appropriate financial solutions. Acquire and deepen client relationships through understanding client needs and offering suitable investment and banking solutions. Present client reviews and recommendations to help clients meet financial goals. Collaborate with banking and investment partners to deliver integrated solutions. Qualifications
Required Qualifications: Aptitude in obtaining required industry licenses. Self-discipline in managing time and capacity. Experience in cultivating client relationships, assessing needs and recommending solutions. Successful in building strong peer relationships through effective communication and collaboration. Demonstrates a results-driven mindset while prioritizing client interests in a complex, fast-paced environment. Ability to execute multiple tasks simultaneously. Ability to learn and adapt to new technology or applications. Security requires registration/clearance where applicable. 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 Education and Scheduling
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Schedule: Monday – Fridays and rotating Saturdays Compliance and Legal
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. Shift and Location
Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency and Location
Pay Transparency details US - NJ - Clifton - 1045 Clifton Ave - CLIFTON BC (NJ6153) Pay and benefits information 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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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. We are committed to being an inclusive workplace, attracting and developing exceptional talent, supporting wellness, recognizing and rewarding performance, and making 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. You can build a successful career with opportunities to learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins with obtaining your Securities Industry licenses, including dedicated and personalized classes for your Securities Industry Essentials (SIE), Series 7 and Series 66 Exams. Once you obtain your licenses, you will learn foundational skills to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives. You will begin working in a financial center to deliver Bank of America’s core banking, investment solutions and client care. We will equip you with what you need as you progress through the stages of development. When you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress to Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. The Academy will support you with dedicated programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements; you will register and submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in termination. We’ll help you: Build a successful career at Bank of America through world-class training and onboarding programs. Receive training and one-on-one coaching from Academy managers who are invested in your success. Grow your business knowledge using a defined consultative approach with clients to identify needs and appropriate solutions. Earn your SIE, Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) through structured lessons and dedicated study time. You must obtain your SIE within 30 days of hire and your Series 7 & 66 within 120 days, a requirement for the role. Build your network by interacting with banking customers, small business owners and higher net worth clients; leverage relationships to help grow your business. Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. Collaborate with core banking and investment partners to connect clients with Bank of America and Merrill solutions to meet financial needs. Responsibilities and eligibility details reflect the typical progression through the Academy and related programs; duties may evolve with role development. Responsibilities
Build and manage client relationships and deliver appropriate financial solutions. Acquire and deepen client relationships through understanding client needs and offering suitable investment and banking solutions. Present client reviews and recommendations to help clients meet financial goals. Collaborate with banking and investment partners to deliver integrated solutions. Qualifications
Required Qualifications: Aptitude in obtaining required industry licenses. Self-discipline in managing time and capacity. Experience in cultivating client relationships, assessing needs and recommending solutions. Successful in building strong peer relationships through effective communication and collaboration. Demonstrates a results-driven mindset while prioritizing client interests in a complex, fast-paced environment. Ability to execute multiple tasks simultaneously. Ability to learn and adapt to new technology or applications. Security requires registration/clearance where applicable. 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 Education and Scheduling
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Schedule: Monday – Fridays and rotating Saturdays Compliance and Legal
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. Shift and Location
Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency and Location
Pay Transparency details US - NJ - Clifton - 1045 Clifton Ave - CLIFTON BC (NJ6153) Pay and benefits information 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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