Financial Solutions Advisor Registration Candidate - Queens Chapel Financial Center

Bank of America

Hyattsville, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Client relationship management
Financial planning and goal setting
Risk mitigation and control
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals

Job Summary

  • This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
  • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
  • We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Matching Summary

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.

Salary

Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Benefits eligible

Skills & Requirements

Must-have

  • Client relationship management
  • Financial planning and goal setting
  • Risk mitigation and control
  • Client needs assessment
  • New client engagement

Nice-to-have

  • Client experience branding
  • Executive presence
  • Business acumen
  • Collaboration and peer relationships

Key Requirements

  • Aptitude in obtaining required industry licenses
  • SAFE Act registration requirements
  • FINRA Securities Industry Essentials (SIE) certification
  • Bachelor’s degree or minimum one year financial services/sales experience

Work Rights

Not specified

Tailored Resume

Cover Letter