Financial Solutions Advisor Registration Candidate - Eastgate Financial Center
Bank of America
Eastgate, US
Client relationship cultivation
Financial goal planning
Risk mitigation
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
Job Summary
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.
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
Job expectations include applying and expanding knowledge by completing required licenses and trainings.
Matching Summary
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.
Skills & Requirements
Must-have
Client relationship cultivation
Financial goal planning
Risk mitigation
SAFE Act registration
Nice-to-have
Results-driven mindset
Strong peer relationships
Executive presence
Adapt to new technology
Key Requirements
Aptitude in obtaining required licenses
FINRA Securities Industry Essentials (SIE) certification
Bachelor’s degree or 1 year financial services/sales experience