Bank of America is seeking a Financial Solutions Advisor Registration Candidate in Southeast Wisconsin, responsible for providing tailored financial advice and solutions to clients. The position emphasizes client relationship management, compliance with SAFE Act requirements, and ongoing professional development
Job Summary
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products.
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
Match Score: 85
Bank of America is seeking a Financial Solutions Advisor Registration Candidate in Southeast Wisconsin, responsible for providing tailored financial advice and solutions to clients. The position emphasizes client relationship management, compliance with SAFE Act requirements, and ongoing professional development.
Skills & Requirements
Must-have
client financial goals
brokerage products and solutions
banking and investment strategies
mitigate and control risk
identify and engage potential clients
Nice-to-have
strong peer relationships
results-driven mindset
prioritizing client interest
Key Requirements
Aptitude in obtaining required industry licenses
Must be self-disciplined in managing time
Experience in cultivating client relationships
Success creating strong peer relationships
Demonstrates a results-driven mindset
Executes multiple tasks simultaneously
Learns and adapts to new technology
Currently holds FINRA Securities Industry Essentials (SIE)
Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience