Financial Solutions Advisor Registration Candidate - Herndon Financial Center
Bank of America
Herndon, USA
Client relationship management
Financial planning and goal setting
Investment product recommendation
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals
Job Summary
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
Responsibilities include working with clients to plan short and long-term financial goals by building a financial plan with brokerage products and recommending banking and investment strategies.
This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements.
Matching Summary
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
Skills & Requirements
Must-have
Client relationship management
Financial planning and goal setting
Investment product recommendation
Risk mitigation and control
New client engagement
SAFE Act registration requirements
Nice-to-have
Client experience branding
Executive presence
Results-driven mindset
Adaptability to new technology
Key Requirements
Aptitude in obtaining required industry licenses
Currently holds FINRA Securities Industry Essentials (SIE)
Bachelor’s degree and/or minimum of one year financial services or sales experience
High School Diploma / GED / Secondary School or equivalent