Financial Solutions Advisor Registration Candidate - Heckle

Bank of America

Not specified; not specified; not specified
In-office with flexibility
Client financial goal planning
Investment product recommendations
Client lead triaging and referrals
Bank of America is seeking a Financial Solutions Advisor Registration Candidate who will provide personalized financial advice and solutions to clients. The role involves client engagement, lead triaging, and requires adherence to SAFE Act registration. Candidates should possess strong relationship-building skills and a results-driven mindset

Job Summary

  • The role involves providing comprehensive advice and customized solutions to help clients achieve their short and long-term financial goals.
  • Employees must be prepared to obtain required industry licenses and complete specific trainings to expand their knowledge base.
  • This position requires adherence to SAFE Act registration requirements for those involved in residential mortgage loan originations.

Matching Summary

Match Score: 85

Bank of America is seeking a Financial Solutions Advisor Registration Candidate who will provide personalized financial advice and solutions to clients. The role involves client engagement, lead triaging, and requires adherence to SAFE Act registration. Candidates should possess strong relationship-building skills and a results-driven mindset.

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

  • Self-disciplined time management
  • Strong peer relationship building
  • Results-driven mindset
  • Adaptability to new technology
  • Effective oral communication skills

Key Requirements

  • Aptitude for obtaining industry licenses
  • SAFE Act registration compliance
  • High School Diploma or GED equivalent
  • One year of financial services experience (desired)
  • FINRA SIE certification (desired)

Work Rights

Not specified

Tailored Resume

Cover Letter