Financial Solutions Advisor Registration Candidate - Eastgate Financial Center
Bank of America
Cincinnati, United States
Client relationship management
Financial goal planning
Investment strategy recommendation
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.
Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products.
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
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
Skills & Requirements
Must-have
Client relationship management
Financial goal planning
Investment strategy recommendation
Risk mitigation
New client engagement
Nice-to-have
Client experience branding
Executive presence
Adaptability to new technology
Collaboration with peers
Key Requirements
Aptitude for obtaining industry licenses
SAFE Act registration requirements
FINRA Securities Industry Essentials (SIE) desired
Bachelor's degree or 1 year financial services experience desired