Financial Solutions Advisor Registration Candidate - Pioneer Valley Market
Bank of America Merrill Lynch
West Hartford, CT, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
In-office with flexibility based on role-specific considerations.
Client relationship cultivation
Financial goal planning
Risk mitigation and control
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for its Pioneer Valley Market in West Hartford, CT. This role involves providing tailored financial advice to clients while meeting specific licensing requirements and contributing to the company’s commitment to responsible growth and an inclusive workplace
Job Summary
The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products and banking solutions.
Employees must be prepared to obtain required industry licenses and complete training, including SAFE Act registration for mortgage loan originations if applicable.
The position offers a base salary with benefits eligibility, 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 Pioneer Valley Market in West Hartford, CT. This role involves providing tailored financial advice to clients while meeting specific licensing requirements and contributing to the company’s commitment to responsible growth and an inclusive workplace.
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 relationship cultivation
Financial goal planning
Risk mitigation and control
Client referral management
Self-disciplined time management
Nice-to-have
Strong peer collaboration skills
Results-driven mindset
Adaptability to new technology
Executive presence
Prospecting and lead generation
Key Requirements
Aptitude in obtaining required industry licenses
High School Diploma or GED
SAFE Act registration compliance
One year of financial services experience (desired)