Financial Solutions Advisor Registration Candidate - Utah South Market
Bank of America
Utah, USA
Client relationship cultivation
Assessing client needs
Recommending financial solutions
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 cultivation
Assessing client needs
Recommending financial solutions
Risk mitigation and control
Client lead triaging
Referral to business partners
Nice-to-have
Strong peer relationships
Results-driven mindset
Prioritizing client interests
Executive presence
Business acumen
Key Requirements
Aptitude in obtaining required industry licenses
FINRA Securities Industry Essentials (SIE) certification
Bachelor's degree and/or 1 year financial services experience