Financial Solutions Advisor Registration Candidate - Freeport Financial Center

Bank of America Merrill Lynch

Freeport, NY, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
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Client relationship cultivation
Financial planning and goal setting
Risk mitigation and control
** Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for their Freeport Financial Center. This role involves providing tailored financial advice to clients, fostering relationships, and adhering to regulatory requirements while working in a collaborative and inclusive environment. **

Job Summary

  • The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals.
  • Employees must complete required licenses and trainings, including SAFE Act registration for mortgage loan provisions.
  • The position offers industry-leading benefits, paid time off, and resources to support employee wellness and sustainable growth.

Matching Summary

Match Score: 75

** Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for their Freeport Financial Center. This role involves providing tailored financial advice to clients, fostering relationships, and adhering to regulatory requirements while working in a collaborative and inclusive environment. **

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 planning and goal setting
  • Risk mitigation and control
  • Referral management to partners
  • Prospecting new clients

Nice-to-have

  • Self-disciplined time management
  • Strong peer collaboration skills
  • Results-driven mindset
  • Adaptability to new technology

Key Requirements

  • Aptitude in obtaining required industry licenses
  • Completion of SAFE Act background check
  • High School Diploma or GED
  • Experience in cultivating client relationships

Work Rights

Not specified

Tailored Resume

Cover Letter