Financial Solutions Advisor Registration Candidate - Bloomfield Financial Center

Bank of America Merrill Lynch

Bloomfield, CT, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
In-office with specific attendance requirements.
Client financial goal planning
Investment product recommendations
Client lead triaging and referrals
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for its Bloomfield Financial Center. The role focuses on providing financial advice to clients, building relationships, and ensuring compliance with the SAFE Act

Job Summary

  • The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.
  • Employees must complete required licenses and trainings, including SAFE Act registration for residential mortgage loan originations.
  • The position offers industry-leading benefits, access to paid time off, and resources to support employee wellness and sustainable growth.

Matching Summary

Match Score: 85

Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for its Bloomfield Financial Center. The role focuses on providing financial advice to clients, building relationships, and ensuring compliance with the SAFE Act.

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

Nice-to-have

  • Self-disciplined time management
  • Strong peer relationship building
  • Results-driven mindset
  • Adaptability to new technology
  • Effective oral communication skills

Key Requirements

  • Aptitude in obtaining required industry licenses
  • SAFE Act registration and background check compliance
  • High School Diploma or GED equivalent
  • Experience cultivating client relationships
  • Bachelor's degree preferred

Work Rights

Not specified

Tailored Resume

Cover Letter