Financial Solutions Advisor Registration Candidate - Haymarket Financial Center
Bank of America
Haymarket, Virginia, USA
Client relationship management
Financial planning
Investment strategy recommendation
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection
Job Summary
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
Matching Summary
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
Skills & Requirements
Must-have
Client relationship management
Financial planning
Investment strategy recommendation
Risk mitigation
New client engagement
Nice-to-have
Executive presence
Business acumen
Collaboration
Adaptability to technology
Key Requirements
Aptitude in obtaining required industry licenses
SAFE Act registration requirements
High School Diploma / GED / Secondary School or equivalent