Financial Solutions Advisor Registration Candidate - Cranberry Financial Center

Bank of America

Cranberry Township, Pennsylvania, United States
Client financial goal planning
Investment product recommendations
Client lead triage and referrals
The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals

Job Summary

  • The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.
  • Employees must apply and expand knowledge by completing required licenses and trainings, including SAFE Act registration for mortgage loan provisions.
  • Bank of America offers an inclusive workplace culture with opportunities to learn, grow, and make an impact within a team environment.

Matching Summary

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

Skills & Requirements

Must-have

  • Client financial goal planning
  • Investment product recommendations
  • Client lead triage and referrals
  • Risk mitigation in daily activities
  • Prospecting new clients

Nice-to-have

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

Key Requirements

  • Aptitude for obtaining industry licenses
  • SAFE Act registration and background check
  • High School Diploma or GED
  • Experience cultivating client relationships
  • One year financial services experience (desired)

Work Rights

Not specified

Tailored Resume

Cover Letter