Financial Solutions Advisor Registration Candidate - Utah North Market

Bank of America

Utah North Market, US
Not specified; not specified; not specified
Client relationship cultivation
Financial goal planning
Risk mitigation and control
This role provides comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products and banking strategies

Job Summary

  • This role provides comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products and banking strategies.
  • The position requires triaging client leads, making referrals based on asset thresholds, and potentially originating residential mortgage loans subject to SAFE Act registration.
  • Candidates must demonstrate a results-driven mindset while managing multiple tasks in a complex, fast-paced environment with a commitment to responsible growth.

Matching Summary

This role provides comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products and banking strategies.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Client relationship cultivation
  • Financial goal planning
  • Risk mitigation and control
  • Referral management
  • Pipeline management

Nice-to-have

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

Key Requirements

  • SAFE Act registration required
  • Aptitude for obtaining industry licenses
  • High School Diploma or GED
  • One year financial services experience preferred
  • FINRA SIE certification preferred

Work Rights

Not specified

Tailored Resume

Cover Letter