Financial Solutions Advisor Registration Candidate - Haymarket Financial Center

Bank of America

Haymarket, United States
Not specified; not specified; not specified
Client financial goal planning
Investment product recommendations
Risk mitigation and control
The role involves providing comprehensive advice and customized solutions to help clients achieve their short and long-term financial goals

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 willing to obtain required industry licenses and complete necessary trainings to expand their knowledge base.
  • This position may involve residential mortgage loan originations, requiring SAFE Act registration and a background check.

Matching Summary

The role involves providing comprehensive advice and customized solutions to help clients achieve their short and long-term financial goals.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Client financial goal planning
  • Investment product recommendations
  • Risk mitigation and control
  • Client referral triage
  • Prospecting new clients

Nice-to-have

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

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter