Bank of America
Financial Solutions Advisor Registration Candidate - Albany / Hudson Valley Market
Latham · Full-time · Posted Sep 9, 2026
- Experience
- Desired qualification: a minimum of one year of financial services industry or sales experience.
- Education
- High School Diploma / GED / Secondary School or equivalent.
About the job
Advises clients on financial goals, recommends banking and investment solutions, manages referrals, and identifies prospective clients.
What you'll do
- Builds financial plans using brokerage, banking, and money management solutions; recommends strategies aligned with client needs.
- Triages client requests and refers clients to internal service providers based on needs and asset thresholds.
- Identifies potential clients through referrals and financial center clientele, while managing risk.
What they ask for
- Aptitude for obtaining required industry licenses.
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Effective communication and collaboration skills.
- Self-discipline, results orientation, and ability to manage multiple tasks and adapt to technology.
Nice to have
- Currently holds FINRA Securities Industry Essentials (SIE).
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
Pay
$28.85 - $33.65 USD hourly pay (base salary); not incentive eligible.
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