Financial Solutions Advisor Registration Candidate –greater Philly Market

Bank of America

Greater Philadelphia, PA, US
Not specified; not specified; not specified
**
Client financial goal planning
Investment product recommendations
Client lead triaging and referrals
** Bank of America is seeking a Financial Solutions Advisor Registration Candidate for the greater Philadelphia market to provide tailored financial advice to clients. The role involves client engagement, triaging leads, and recommending financial products, with a strong emphasis on compliance and obtaining necessary licenses. **

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 if involved in residential mortgage loans.
  • Bank of America offers an inclusive workplace culture with opportunities to learn, grow, and make an impact.

Matching Summary

Match Score: 75

** Bank of America is seeking a Financial Solutions Advisor Registration Candidate for the greater Philadelphia market to provide tailored financial advice to clients. The role involves client engagement, triaging leads, and recommending financial products, with a strong emphasis on compliance and obtaining 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 in obtaining industry licenses
  • SAFE Act registration and background check
  • High School Diploma or GED
  • One year financial services experience (desired)

Work Rights

Not specified

Tailored Resume

Cover Letter