Financial Solutions Advisor Registration Candidate - Washington Ave Financial Center

Bank of America (GHR)

Kingston, NY, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Triaging client leads
Building financial plans with brokerage products
Mitigating and controlling risk
This position is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals

Job Summary

  • This position 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 for those involved in residential mortgage loans.
  • The role offers industry-leading benefits, access to paid time off, and resources to support employee wellness and sustainable business growth.

Matching Summary

This position 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 (not incentive eligible); Benefits: Industry-leading benefits and paid time off included

Skills & Requirements

Must-have

  • triaging client leads
  • building financial plans with brokerage products
  • mitigating and controlling risk
  • identifying potential new clients

Nice-to-have

  • self-disciplined time management
  • strong peer relationships
  • results-driven mindset
  • adapting to new technology

Key Requirements

  • Aptitude in obtaining required industry licenses
  • SAFE Act registration and background check
  • High School Diploma or GED
  • Experience cultivating client relationships

Work Rights

Not specified

Tailored Resume

Cover Letter