Financial Solutions Advisor Registration Candidate - Eastern Long Island Market

Bank of America Merrill Lynch

Riverhead, NY, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
In-office with flexibility based on role-specific considerations.
Client relationship cultivation
Financial planning with brokerage products
Risk mitigation and control
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate in the Eastern Long Island market, focused on providing customized financial advice to clients. The role emphasizes building client relationships, assisting with financial goals, and complying with SAFE Act registration requirements

Job Summary

  • The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals through banking and investment strategies.
  • Employees must complete required licenses and trainings, including SAFE Act registration for those involved in residential mortgage loan originations.
  • The position offers industry-leading benefits, access to paid time off, and opportunities to learn and grow within an inclusive workplace culture.

Matching Summary

Match Score: 85

Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate in the Eastern Long Island market, focused on providing customized financial advice to clients. The role emphasizes building client relationships, assisting with financial goals, and complying with SAFE Act registration requirements.

Salary

Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified (not incentive eligible); Benefits: Industry-leading benefits and PTO included

Skills & Requirements

Must-have

  • Client relationship cultivation
  • Financial planning with brokerage products
  • Risk mitigation and control
  • Client needs assessment

Nice-to-have

  • Self-disciplined time management
  • Strong peer collaboration skills
  • Results-driven mindset
  • Adaptability to new technology

Key Requirements

  • Aptitude for obtaining industry licenses
  • High School Diploma or GED
  • SAFE Act registration eligibility
  • Background check clearance

Work Rights

Not specified

Tailored Resume

Cover Letter