Financial Solutions Advisor Registration Candidate - Rhode Island Market

Bank of America

North Providence, RI, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Client relationship cultivation
Financial planning with brokerage products
Risk mitigation in daily activities
The role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals

Job Summary

  • The role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
  • Employees must apply and expand knowledge by completing required licenses and trainings, including SAFE Act registration for mortgage loan provisions.
  • The position offers industry-leading benefits, access to paid time off, and resources to support employee wellness and sustainable business growth.

Matching Summary

The role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.

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 with brokerage products
  • Risk mitigation in daily activities
  • Prospecting new clients through referrals
  • Managing time and capacity self-discipline

Nice-to-have

  • Strong peer collaboration skills
  • Results-driven mindset in fast-paced environment
  • Adaptability to new technology applications
  • Executive presence and oral communication
  • Experience in financial services sales

Key Requirements

  • Aptitude in obtaining required industry licenses
  • SAFE Act registration and background check compliance
  • High School Diploma or GED equivalent
  • Minimum one year of financial services experience (desired)

Work Rights

Not specified

Tailored Resume

Cover Letter