Financial Solutions Advisor Registration Candidate - Westchester/bronx Market

Bank of America

Yonkers, New York, United States
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Client relationship management
Financial goal planning
Investment product recommendations
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals

Job Summary

  • This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
  • Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products.
  • We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Matching Summary

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

Salary

Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Eligible

Skills & Requirements

Must-have

  • Client relationship management
  • Financial goal planning
  • Investment product recommendations
  • Risk mitigation
  • Client needs assessment

Nice-to-have

  • Executive presence
  • Business acumen
  • Adaptability to new technology
  • Strong peer relationships

Key Requirements

  • Aptitude in obtaining required industry licenses
  • SAFE Act registration requirements
  • FINRA Securities Industry Essentials (SIE) certification
  • Bachelor’s degree and/or minimum one year financial services/sales experience

Work Rights

Not specified

Tailored Resume

Cover Letter