Financial Solutions Advisor Registration Candidate - Newington Financial Center

Bank of America Merrill Lynch

Newington, CT, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
In-office
Client relationship cultivation
Financial goal planning
Investment product recommendations
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for its Newington Financial Center. The role focuses on providing tailored financial advice to clients, with an emphasis on building relationships and achieving financial goals through various investment products

Job Summary

  • The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals.
  • Employees are responsible for triaging client leads, making referrals based on asset thresholds, and reviewing investment strategies.
  • This position offers industry-leading benefits, 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 for its Newington Financial Center. The role focuses on providing tailored financial advice to clients, with an emphasis on building relationships and achieving financial goals through various investment products.

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

  • Client relationship cultivation
  • Financial goal planning
  • Investment product recommendations
  • Risk mitigation activities
  • Pipeline management

Nice-to-have

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

Key Requirements

  • Aptitude for obtaining required industry licenses
  • SAFE Act registration compliance
  • High School Diploma or GED
  • Experience in financial services or sales
  • Completion of required trainings

Work Rights

Not specified

Tailored Resume

Cover Letter