Financial Solutions Advisor Registration Candidate - Cincinnati Market

Bank of America (GHR)

Cincinnati, Ohio, United States
Not specified; not specified; not specified
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Client financial goal planning
Investment product recommendations
Client lead triaging and referrals
** Bank of America is seeking a Financial Solutions Advisor Registration Candidate for its Cincinnati Market, focusing on providing clients with tailored financial solutions. The role requires a commitment to client service, adherence to regulatory standards, and participation in training to obtain necessary licenses. **

Job Summary

  • The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.
  • Employees must apply and expand knowledge by completing required licenses and trainings, including SAFE Act registration for mortgage activities.
  • Bank of America offers an inclusive workplace culture with opportunities to learn, grow, and make an impact within a team environment.

Matching Summary

Match Score: 75

** Bank of America is seeking a Financial Solutions Advisor Registration Candidate for its Cincinnati Market, focusing on providing clients with tailored financial solutions. The role requires a commitment to client service, adherence to regulatory standards, and participation in training to obtain necessary licenses. **

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Client financial goal planning
  • Investment product recommendations
  • Client lead triaging and referrals
  • Risk mitigation in daily activities
  • Prospecting new clients

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 industry licenses
  • SAFE Act registration eligibility
  • High School Diploma or GED
  • One year financial services experience (desired)
  • FINRA SIE certification (desired)

Work Rights

Not specified

Tailored Resume

Cover Letter