Financial Solutions Advisor Registration - Menlo Park

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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

• Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.

• Get training and one-on-one coaching from Academy managers who are invested in your success.

• Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.

• Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.

• Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.

• Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.

• Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.

• Aptitude in obtaining required industry licenses.

• Must be self-disciplined in managing time and capacity.

• Experience in cultivating client relationships, accessing needs and recommending solutions.

• Success creating strong peer relationships through effective communication and collaboration.

• Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.

• Executes multiple tasks simultaneously.

• Learns and adapts to new technology or applications.

• Currently holds FINRA Securities Industry Essentials (SIE)

• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience

• Client Experience Branding

• Client Solutions Advisory

• Investment Management

• Pipeline Management

• Referral Management

• Client Management

• Customer and Client Focus

• Portfolio Management

• Prospecting

• Referral Identification

• Business Acumen

• Executive Presence

• Oral Communications

• Risk Management

1st shift (United States of America)

40

US - NJ
- Edison - 46 Parsonage Rd
- Menlo Park (NJ7297)
Pay and benefits information

Pay range $28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set.

Predictable payThis role is compensated with a base salary and is not incentive eligible.

Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.