Financial Solutions Advisor - Manhattan South Market

Job description

• At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
• Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
• Being a Great Place to Work is core to how we drive Responsible Growth.
• This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make 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.
• At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.
• Join us

Job description

• This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
• Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
• Job expectations include applying and expanding knowledge by completing required licenses and trainings.
• This position is subject to SAFE Act registration requirements.
• Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing.
• Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process.
• Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination