Financial Solutions Advisor Registration Candidate - Northern Ma Market
Bank of America Merrill Lynch
Acton, MA, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
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Client financial planning and goal setting
Brokerage product knowledge and recommendations
Risk mitigation and control execution
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Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate in various locations across Northern Massachusetts. This role involves providing comprehensive financial advice and customized solutions to clients while adhering to regulatory requirements.
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Job Summary
The role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
Employees must complete required licenses and trainings, including SAFE Act registration if engaging in residential mortgage loan originations.
The position offers industry-leading benefits, access to paid time off, and resources to support employee wellness and sustainable business growth.
Matching Summary
Match Score: 75
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Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate in various locations across Northern Massachusetts. This role involves providing comprehensive financial advice and customized solutions to clients while adhering to regulatory requirements.
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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 financial planning and goal setting
Brokerage product knowledge and recommendations
Risk mitigation and control execution
Client prospecting and referral generation
Nice-to-have
Self-disciplined time management skills
Strong peer collaboration and communication
Results-driven mindset in fast-paced environment
Adaptability to new technology applications
Key Requirements
Aptitude in obtaining required industry licenses
SAFE Act registration and background check compliance
High School Diploma or GED equivalent
Experience cultivating client relationships and assessing needs