Financial Solutions Advisor Registration Candidate - Wantagh Financial Center

Bank of America

Wantagh, NY, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Client solutions advisory
Investment management
Pipeline management
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.
  • 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.
  • 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.

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 Solutions Advisory
  • Investment Management
  • Pipeline Management
  • Referral Management
  • Client Management
  • Risk Management

Nice-to-have

  • Client Experience Branding
  • Executive Presence
  • Business Acumen
  • Customer and Client Focus
  • Oral Communications

Key Requirements

  • Aptitude in obtaining required industry licenses
  • SAFE Act registration requirements
  • FINRA Securities Industry Essentials (SIE) certification
  • Minimum one year financial services or sales experience

Work Rights

Not specified

Tailored Resume

Cover Letter