Financial Solutions Advisor Registration Candidate - Westchester/bronx Market

Bank of America Merrill Lynch

White Plains, NY, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
In-office with specific attendance requirements, allowing for some flexibility based on role-specific considerations.
Client relationship cultivation
Financial planning and goal setting
Risk mitigation and control
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for their Westchester/Bronx Market, focused on providing tailored financial advice and solutions to clients. The role emphasizes client relationship management and requires successful completion of industry licensing and SAFE Act registration

Job Summary

  • This role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.
  • Employees must complete required licenses and trainings, including SAFE Act registration for residential mortgage loan originations.
  • The position offers industry-leading benefits, paid time off, and resources to support employee wellness and sustainable business growth.

Matching Summary

Match Score: 85

Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for their Westchester/Bronx Market, focused on providing tailored financial advice and solutions to clients. The role emphasizes client relationship management and requires successful completion of industry licensing and SAFE Act registration.

Salary

Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Industry-leading benefits and paid time off included

Skills & Requirements

Must-have

  • Client relationship cultivation
  • Financial planning and goal setting
  • Risk mitigation and control
  • Client lead triaging and referrals
  • Self-disciplined time management

Nice-to-have

  • Strong peer collaboration skills
  • Results-driven mindset
  • Adaptability to new technology
  • Executive presence
  • Prospecting potential clients

Key Requirements

  • Aptitude in obtaining required industry licenses
  • SAFE Act registration and background check compliance
  • High School Diploma or GED
  • One year of financial services or sales experience (desired)

Work Rights

Not specified

Tailored Resume

Cover Letter