Financial Solutions Advisor Registration Candidate - Eastern Long Island Market

Bank of America

Riverhead, NY, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Client financial goal planning
Investment product recommendations
Client lead triaging and referrals
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 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

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

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 goal planning
  • Investment product recommendations
  • Client lead triaging and referrals
  • Risk mitigation in daily activities
  • 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
  • High School Diploma or GED
  • SAFE Act registration and background check
  • One year of financial services experience (desired)
  • FINRA SIE certification (desired)

Work Rights

Not specified

Tailored Resume

Cover Letter