Financial Solutions Advisor Registration Candidate - Central Long Island Market

Bank of America (GHR)

Melville, NY, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
In-office with specific attendance requirements and some flexibility based on role-specific considerations.
Client relationship cultivation
Financial planning with brokerage products
Risk mitigation and control
Bank of America is seeking a Financial Solutions Advisor Registration Candidate for their Central Long Island Market. The role involves providing tailored financial advice to clients, requiring strong relationship management skills and adherence to regulatory standards

Job Summary

  • This position is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
  • Employees are required to register with the federal registry system under SAFE Act requirements and submit to a background check if engaging in residential mortgage loan originations.
  • The role offers industry-leading benefits, access to paid time off, and resources to support employee wellness and sustainable business growth.

Matching Summary

Match Score: 75

Bank of America is seeking a Financial Solutions Advisor Registration Candidate for their Central Long Island Market. The role involves providing tailored financial advice to clients, requiring strong relationship management skills and adherence to regulatory standards.

Salary

Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified (not incentive eligible); Benefits: Industry-leading benefits and paid time off included

Skills & Requirements

Must-have

  • Client relationship cultivation
  • Financial planning with brokerage products
  • Risk mitigation and control
  • Prospecting new clients
  • Referral management to partners

Nice-to-have

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

Key Requirements

  • Aptitude in obtaining required industry licenses
  • Completion of SAFE Act registration and background check
  • High School Diploma or GED equivalent
  • Experience in cultivating client relationships

Work Rights

Not specified

Tailored Resume

Cover Letter