Financial Solutions Advisor Registration Candidate- Metro Va Market

Bank of America (GHR)

Metro Va Market, United States
Not specified; not specified; not specified
Triaging client leads
Building financial plans
Recommending banking strategies
The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals

Job Summary

  • The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.
  • Employees must apply and expand knowledge by completing required licenses and trainings, including SAFE Act registration for mortgage loan provisions.
  • Bank of America is committed to an in-office culture with specific requirements for office-based attendance while supporting teammate wellness.

Matching Summary

The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • triaging client leads
  • building financial plans
  • recommending banking strategies
  • mitigating and controlling risk
  • engaging potential new clients

Nice-to-have

  • self-disciplined time management
  • strong peer relationship building
  • results-driven mindset
  • effective communication skills
  • adapting to new technology

Key Requirements

  • Aptitude in obtaining industry licenses
  • SAFE Act registration compliance
  • High School Diploma or equivalent
  • One year financial services experience (desired)

Work Rights

Not specified

Tailored Resume

Cover Letter