# Financial Solutions Advisor Registration Candidate - Kips Bay Plaza

[Bank of America](https://www.jorb.ai/firms/bank-of-america.md) · New York · United States · [Retail Banking](https://www.jorb.ai/jobs/retail-banking.md)

Bank of America is hiring a Financial Solutions Advisor Registration Candidate - Kips Bay Plaza in New York. Posted 2026-05-08; applications close 2026-07-07.

**Apply**: https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Financial-Solutions-Advisor-Registration-Candidate---Kips-Bay-Plaza_26016163

Posted 12d ago.

## Role details

## 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. We are committed to creating a great place to work with a culture of caring, fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career, and contribute to our shared success. We attract and develop exceptional talent, recognize and reward performance, and support our teammates’ physical, emotional, and financial wellness through affordable, competitive, and flexible benefits. Bank of America values diverse perspectives and experiences, from military service to varied educational and professional backgrounds. Our in-office culture supports collaboration, engagement, and career development, with clear in-office expectations and appropriate flexibility based on role-specific responsibilities and business needs. Join us to learn, grow, and make an impact.

## Responsibilities

  
- Works with clients to plan short- and long-term financial goals by building a financial plan with brokerage products (stocks, bonds, mutual funds, annuities) and banking and money management solutions.
  
- Recommends banking and investment strategies that align with client objectives 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.

## Required Qualifications

  
- Aptitude in obtaining required industry licenses.
  
- Self-discipline in managing time and capacity.
  
- Experience in cultivating client relationships, assessing needs, and recommending solutions.
  
- Ability to build strong peer relationships through effective communication and collaboration.
  
- Results-driven mindset with a focus on the client’s interests in a complex, fast-paced environment.
  
- Ability to execute multiple tasks simultaneously.
  
- Willingness to learn and adapt to new technology or applications.

## Desired Qualifications

  
- Currently holds FINRA Securities Industry Essentials (SIE).
  
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.

## Skills

  
- 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
  
- Trading

## Minimum Education Requirement

High School Diploma / GED / Secondary School or equivalent

## Shift

1st shift (United States of America)

## Hours Per Week

40

## Pay Transparency Details

US - NY - New York - 560 2ND AVE - KIPS BAY PLAZA (NY5377)

## Pay Range

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

## Predictable Pay

This 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.

## Applying to this role

This Financial Solutions Advisor Registration Candidate - Kips Bay Plaza role at Bank of America runs through the firm's own careers portal and expects a CV and cover letter written specifically for the posting, not a portable submission carried across firms. Jorb AI's application agent tailors a CV and cover letter from your background to this posting and tracks the role alongside the rest of your applications.

[Tailor this application](https://www.jorb.ai/signup?ref=job-atom&firm=bank-of-america&job=69fdd941e3dd7ef0f5b69668)

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Updated: 2026-05-20
Canonical: https://www.jorb.ai/jobs/69fdd941e3dd7ef0f5b69668