Financial Solutions Advisor Registration Candidate - Central Long Island Market
Bank of America Merrill Lynch
Melville, NY, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
In-office with flexibility based on role-specific considerations.
Client relationship cultivation
Financial goal planning
Investment product knowledge
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for their Central Long Island Market. The role involves providing tailored financial advice, building client relationships, and ensuring compliance with SAFE Act registration requirements
Job Summary
The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products and banking solutions.
Employees must be willing to obtain required industry licenses and complete SAFE Act registration if engaging in residential mortgage loan originations.
The position offers a base salary with benefits eligibility, paid time off, and opportunities for professional growth within an inclusive workplace culture.
Matching Summary
Match Score: 75
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for their Central Long Island Market. The role involves providing tailored financial advice, building client relationships, and ensuring compliance with SAFE Act registration requirements.
Salary
Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Industry-leading benefits and paid time off included
Skills & Requirements
Must-have
Client relationship cultivation
Financial goal planning
Investment product knowledge
Risk mitigation activities
Prospecting new clients
Nice-to-have
Self-disciplined time management
Strong peer collaboration skills
Results-driven mindset
Adaptability to new technology
Executive presence
Key Requirements
Aptitude for obtaining industry licenses
High School Diploma or GED
SAFE Act background check clearance
FINRA SIE certification (preferred)
One year financial services experience (preferred)