Financial Solutions Advisor Registration Candidate - Eastern Long Island Market

Bank of America

Riverhead, NY, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Client relationship management
Financial planning
Investment 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.
  • 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.
  • 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

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 planning
  • Investment recommendations
  • Risk mitigation
  • Client needs assessment

Nice-to-have

  • Executive presence
  • Business acumen
  • Results-driven mindset
  • Adaptability to technology

Key Requirements

  • Requires SAFE Act registration
  • Aptitude in obtaining required industry licenses
  • High School Diploma / GED / Secondary School or equivalent

Work Rights

Not specified

Tailored Resume

Cover Letter