Bank of America
Financial Solutions Advisor Registration Candidate - Brooklyn North Market
Brooklyn · Full-time · Posted Sep 9, 2026
- Experience
- At least one year of financial services industry or sales experience is listed as a desired qualification, alongside a bachelor’s degree; no minimum years are stated as a hard requirement.
- Education
- High School Diploma / GED / Secondary School or equivalent.
About the job
Advises clients on financial goals by building financial plans, recommending banking and investment strategies, and connecting clients with appropriate internal services.
What you'll do
- Builds financial plans using brokerage, banking, and money management solutions; recommends strategies aligned with clients’ needs.
- Triages client requests and refers them to internal service providers based on needs and asset thresholds.
- Develops prospective client relationships and manages risk in daily activities.
What they ask for
- Aptitude for obtaining required industry licenses.
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Self-discipline in managing time and capacity; able to execute multiple tasks simultaneously.
- Effective communication and collaboration, adaptability to new technology, and a results-driven, client-focused approach.
Nice to have
- Currently holds FINRA Securities Industry Essentials (SIE).
- Bachelor’s degree and/or at least one year of financial services industry or sales experience.
Pay
$28.85 - $33.65 hourly pay, base salary
Tools
FINRA Securities Industry Essentials (SIE)
Model-written summary · the original posting is authoritative