Financial Solutions Advisor Registration Candidate - Eastern Long Island Market
Bank of America (GHR)
Riverhead, NY, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Hybrid
Client financial planning and goal setting
Triage client leads and make referrals
Self-disciplined time and capacity management
Bank of America is seeking a Financial Solutions Advisor Registration Candidate for the Eastern Long Island Market. The role involves providing tailored financial advice and solutions to clients while adhering to compliance requirements, particularly under the SAFE Act, and fostering client relationships
Job Summary
The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.
Employees must complete required licenses and trainings, including SAFE Act registration if engaging in residential mortgage loan originations.
The position offers industry-leading benefits, access to paid time off, and resources to support employee wellness and sustainable growth.
Matching Summary
Match Score: 85
Bank of America is seeking a Financial Solutions Advisor Registration Candidate for the Eastern Long Island Market. The role involves providing tailored financial advice and solutions to clients while adhering to compliance requirements, particularly under the SAFE Act, and fostering client relationships.
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 financial planning and goal setting
Triage client leads and make referrals
Self-disciplined time and capacity management
Strong peer collaboration and communication skills
Results-driven mindset in fast-paced environment
Nice-to-have
Experience cultivating client relationships
Success creating strong peer relationships
Ability to learn new technology applications
Executive presence and business acumen
Prospecting and referral identification skills
Key Requirements
Aptitude in obtaining required industry licenses
High School Diploma or GED equivalent
SAFE Act registration and background check compliance
Minimum one year of financial services experience (desired)
FINRA Securities Industry Essentials (SIE) license (desired)