Financial Solutions Advisor Registration Candidate - Pioneer Valley Market
Bank of America (GHR)
West Hartford, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Client relationship management
Financial goal planning
Investment strategy recommendation
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals
Job Summary
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.
We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Matching Summary
This job 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: Eligible
Skills & Requirements
Must-have
Client relationship management
Financial goal planning
Investment strategy recommendation
Risk mitigation
Client needs assessment
Nice-to-have
Results-driven mindset
Executive presence
Strong peer relationships
Adaptability to new technology
Key Requirements
Aptitude in obtaining required industry licenses
SAFE Act registration requirements
High School Diploma / GED / Secondary School or equivalent
Minimum of one year financial services industry or sales experience