Financial Solutions Advisor Registration Candidate - Southeast Wisconsin Market

Bank of America Merrill Lynch

Southeast Wisconsin, United States
Not specified; not specified; not specified
**
Client financial goal planning
Investment product recommendations
Client lead triaging and referrals
** Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for the Southeast Wisconsin Market. The role focuses on providing tailored financial advice to clients, fostering relationships, and meeting specific registration requirements under the SAFE Act. **

Job Summary

  • The 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.
  • This position may involve residential mortgage loans and requires registration with the federal SAFE Act registry system.

Matching Summary

Match Score: 75

** Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for the Southeast Wisconsin Market. The role focuses on providing tailored financial advice to clients, fostering relationships, and meeting specific registration requirements under the SAFE Act. **

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Client financial goal planning
  • Investment product recommendations
  • Client lead triaging 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 in obtaining required industry licenses
  • SAFE Act registration and background check compliance
  • High School Diploma or GED equivalent
  • Experience in cultivating client relationships

Work Rights

Not specified

Tailored Resume

Cover Letter