Bank of America · 2 weeks ago
Financial Solutions Advisor Registration Candidate – Media Financial Center
Media, PA
Full-time
Onsite
Entry Level
1+ years expBank of America is committed to helping make financial lives better through every connection. The Financial Solutions Advisor Registration Candidate will provide comprehensive advice and customized solutions to clients to help them achieve their financial goals.
FinanceBankingPaymentsFinTechAsset ManagementCredit CardsFinancial ServicesWealth Management
No H1B
Responsibilities
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions
Recommends banking and investments strategies that align with client financial goals and needs
Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
Mitigates and controls risk as part of daily activities
Identifies and engages potential new clients through referrals or financial center clientele
Qualification
Required
Aptitude in obtaining required industry licenses
Must be self-disciplined in managing time and capacity
Experience in cultivating client relationships, assessing 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
Preferred
Currently holds FINRA Securities Industry Essentials (SIE)
Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
Benefits
Supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits
Appropriate level of flexibility based on role-specific responsibilities and business needs
Company
Bank of America
Bank of America is a financial institution that offers credit cards, home loans, and auto loan services.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$3.59BKey Investors
Berkshire Hathaway
2025-02-20Post Ipo Debt· $387.99M
2024-11-26Post Ipo Debt· $2B
2020-07-28Post Ipo Equity· $400M
Leadership Team
Brian Moynihan
Chief Executive Officer
Charissa Messer
Senior Vice President, Marketing Executive (Enterprise Creative Solutions)
Recent News
2026-08-13
2026-08-13
Business Standard India
2026-08-13
Company data provided by crunchbase