Financial Solutions Advisor Registration Candidate - Canyon Creek Financial Center
Bank of America
Spanish Fork, UT, USA
Client relationship management
Financial goal assessment
Product recommendation
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection
Job Summary
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
Matching Summary
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
Skills & Requirements
Must-have
Client relationship management
Financial goal assessment
Product recommendation
Risk mitigation
New client engagement
Nice-to-have
Client experience branding
Executive presence
Collaboration and communication
Results-driven mindset
Adaptability to technology
Key Requirements
Aptitude for obtaining industry licenses
SAFE Act registration requirements
FINRA SIE certification (desired)
Bachelor's degree or 1 year financial services/sales experience (desired)