Financial Solutions Advisor Registration Candidate -salisbury Shoppers World Financial Center

Bank of America

Salisbury, MD, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
In-office
Financial planning and goal setting
Client needs assessment
Risk mitigation and control
Bank of America is seeking a Financial Solutions Advisor Registration Candidate for its Salisbury, MD location. The role focuses on providing tailored financial advice to clients, requiring strong relationship management and compliance with the SAFE Act for residential mortgage loans

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

Match Score: 85

Bank of America is seeking a Financial Solutions Advisor Registration Candidate for its Salisbury, MD location. The role focuses on providing tailored financial advice to clients, requiring strong relationship management and compliance with the SAFE Act for residential mortgage loans.

Salary

Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Eligible

Skills & Requirements

Must-have

  • Financial planning and goal setting
  • Client needs assessment
  • Risk mitigation and control
  • Client relationship cultivation
  • Executing multiple tasks simultaneously

Nice-to-have

  • Client experience branding
  • Business acumen
  • Executive presence
  • Oral communications
  • Results-driven mindset

Key Requirements

  • Aptitude in obtaining required licenses
  • SAFE Act registration requirements
  • High School Diploma / GED / Secondary School or equivalent
  • Minimum of one year financial services or sales experience (desired)

Work Rights

Not specified

Tailored Resume

Cover Letter