Financial Solutions Advisor Registration Candidate - Haymarket Financial Center

Bank of America

Haymarket, VA, US
Not specified; not specified; not specified
**
Aptitude for obtaining industry licenses
Self-disciplined time management
Client relationship cultivation skills
** Bank of America is seeking a Financial Solutions Advisor Registration Candidate for its Haymarket Financial Center. This role focuses on providing tailored financial advice to clients, requiring licensing under the SAFE Act, and emphasizes relationship building and effective communication. **

Job Summary

  • This role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals through banking and investment strategies.
  • Employees must complete required licenses and trainings, including SAFE Act registration if involved in residential mortgage loan originations.
  • The position requires mitigating and controlling risk while identifying potential new clients through referrals and financial center clientele.

Matching Summary

Match Score: 75

** Bank of America is seeking a Financial Solutions Advisor Registration Candidate for its Haymarket Financial Center. This role focuses on providing tailored financial advice to clients, requiring licensing under the SAFE Act, and emphasizes relationship building and effective communication. **

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Aptitude for obtaining industry licenses
  • Self-disciplined time management
  • Client relationship cultivation skills
  • Results-driven mindset in fast-paced environment
  • Ability to execute multiple tasks simultaneously

Nice-to-have

  • Strong peer collaboration and communication
  • Experience with brokerage products like stocks and bonds
  • Effective prospecting and referral identification
  • Adaptability to new technology applications
  • Executive presence and business acumen

Key Requirements

  • High School Diploma or GED
  • Completion of required industry licenses (e.g., FINRA SIE)
  • SAFE Act registration and background check compliance
  • One year of financial services or sales experience (preferred)

Work Rights

Not specified

Tailored Resume

Cover Letter