Financial Solutions Advisor Registration Candidate - Clover Monroe Financial Center
Bank of America
Rochester, NY, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Client relationship management
Financial planning with brokerage products
Risk mitigation and control
Bank of America is committed to an in-office culture with flexibility based on role-specific considerations and offers opportunities to learn, grow, and make an impact
Job Summary
Bank of America is committed to an in-office culture with flexibility based on role-specific considerations and offers opportunities to learn, grow, and make an impact.
This role involves working with clients to plan their financial goals using brokerage products and recommending banking and investment strategies aligned with client needs.
The position requires SAFE Act registration for residential mortgage loan origination and offers industry-leading benefits and paid time off.
Matching Summary
Bank of America is committed to an in-office culture with flexibility based on role-specific considerations and offers opportunities to learn, grow, and make an impact.
Salary
Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Industry-leading benefits and paid time off
Skills & Requirements
Must-have
Client relationship management
Financial planning with brokerage products
Risk mitigation and control
Referral management based on client needs
Time and capacity self-management
Nice-to-have
Results-driven mindset
Effective communication and collaboration
Adaptability to new technology
Inclusive workplace culture
Physical, emotional, and financial wellness support
Key Requirements
SAFE Act registration and background check
Required industry licenses
Experience in financial services or sales
High School Diploma / GED
FINRA Securities Industry Essentials (SIE) preferred