Financial Solutions Advisor Registration Candidate - Silverdale Towne Centre

Bank of America (GHR)

Silverdale, WA, USA
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Financial planning with brokerage products
Recommending banking and investment strategies
Triaging client requests and referrals
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.
  • 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.
  • We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Matching Summary

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.

Salary

Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Eligible

Skills & Requirements

Must-have

  • Financial planning with brokerage products
  • Recommending banking and investment strategies
  • Triaging client requests and referrals
  • Mitigating and controlling risk
  • Identifying and engaging potential clients

Nice-to-have

  • Builds and nurtures strong relationships
  • Communicates effectively and confidently
  • Adapts to new information and seeks solutions
  • Thorough and thoughtful due diligence

Key Requirements

  • Series 7 & 66 licenses
  • One year experience in investments industry
  • One year experience in financial service/sales
  • SAFE Act registration requirements

Work Rights

Not specified

Tailored Resume

Cover Letter