Financial Solutions Advisor Registration Candidate - Northlite Financial Center
Bank of America
Client relationship management
Financial planning with brokerage products
Risk mitigation and control
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection
Job Summary
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
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.
Matching Summary
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
Skills & Requirements
Must-have
Client relationship management
Financial planning with brokerage products
Risk mitigation and control
Referral management based on client needs
Time and capacity self-management
Nice-to-have
Results-driven mindset
Effective communication and collaboration
Adaptability to new technology
Inclusive workplace commitment
Supporting physical, emotional, and financial wellness
Key Requirements
SAFE Act registration and background check
Ability to obtain required industry licenses
Experience in financial services or sales
FINRA Securities Industry Essentials (SIE) preferred