Financial Solutions Advisor Registration Candidate - Boston West Market

Bank of America (GHR)

Jamaica Plain, MA, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Client relationship cultivation
Financial planning with brokerage products
Risk mitigation in daily activities
The role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals

Job Summary

  • The role 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 inclusive workplace culture that supports teammates' physical, emotional, and financial wellness.
  • This position offers industry-leading benefits, access to paid time off, and resources to contribute to sustainable business growth.

Matching Summary

The role 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 (not incentive eligible); Benefits: Industry-leading benefits and paid time off included

Skills & Requirements

Must-have

  • Client relationship cultivation
  • Financial planning with brokerage products
  • Risk mitigation in daily activities
  • Prospecting new clients through referrals

Nice-to-have

  • Self-disciplined time management
  • Strong peer collaboration skills
  • Results-driven mindset in fast-paced environment
  • Adaptability to new technology applications

Key Requirements

  • Aptitude in obtaining required industry licenses
  • Completion of SAFE Act registration requirements
  • High School Diploma or GED equivalent
  • Experience in cultivating client relationships

Work Rights

Not specified

Tailored Resume

Cover Letter