Bank of America
Financial Solutions Advisor Registration Candidate - Midwood Financial Center
Brooklyn · Full-time · Posted Aug 17, 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
Provides financial planning and investment advice to clients, recommends solutions aligned with their goals, and refers clients to appropriate internal partners.
What you'll do
- Builds financial plans using brokerage, banking, and money management products, and recommends strategies aligned with client needs.
- Triages client requests and refers them to internal service providers based on needs and asset thresholds.
- Identifies potential clients, manages risk, and builds client relationships.
What they ask for
- Aptitude for obtaining required industry licenses.
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Strong communication and collaboration skills.
- Self-discipline, adaptability, and ability to manage multiple tasks in a fast-paced environment.
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)
Model-written summary · the original posting is authoritative