Bank of America
Financial Solutions Advisor Registration Candidate - Westchester/Bronx Market
Bronx · Full-time · Posted Oct 21, 2026
- Experience
- A minimum of one year of financial services industry or sales experience is listed as a desired qualification; a bachelor’s degree is an alternative.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides financial advice and tailored banking and investment solutions, helping clients plan goals, reviewing needs, recommending products, and referring clients to internal partners.
What you'll do
- Build financial plans using brokerage, banking, and managed-money solutions, and recommend strategies aligned with client goals.
- Triage client requests and refer them to appropriate internal service providers based on needs and asset thresholds.
- Identify prospective clients and manage 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; ability to execute multiple tasks simultaneously.
- Effective communication and collaboration, a results-driven mindset, and ability to learn new 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 per hour (base salary)
Model-written summary · the original posting is authoritative