Financial Solutions Advisor Registration Candidate - Parmatown Financial Center

Bank of America (GHR)

Not specified; not specified; not specified
Client relationship cultivation
Financial goal planning
Investment product recommendations
This role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals

Job Summary

  • This role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.
  • Employees must be willing to obtain required industry licenses and complete specific trainings to expand their knowledge.
  • The position involves triaging client leads, making referrals based on asset thresholds, and potentially originating residential mortgage loans.

Matching Summary

This role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Client relationship cultivation
  • Financial goal planning
  • Investment product recommendations
  • Risk mitigation and control
  • Pipeline and referral management

Nice-to-have

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

Key Requirements

  • Aptitude in obtaining required industry licenses
  • SAFE Act registration eligibility
  • High School Diploma or GED
  • Experience in financial services or sales
  • Completion of background check

Work Rights

Not specified

Tailored Resume

Cover Letter