Financial Solution Advisor Registration Candidate - Katonah Financial Center

Bank of America (GHR)

Katonah, NY, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Client experience branding
Client solutions advisory
Investment management
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

  • Client Experience Branding
  • Client Solutions Advisory
  • Investment Management
  • Pipeline Management
  • Referral Management
  • Client Management
  • Customer and Client Focus

Nice-to-have

  • Portfolio Management
  • Prospecting
  • Referral Identification
  • Business Acumen
  • Executive Presence
  • Oral Communications
  • Risk Management

Key Requirements

  • Aptitude in obtaining required industry licenses
  • Must be self-disciplined in managing time
  • Experience cultivating client relationships
  • Success creating strong peer relationships
  • Results-driven mindset
  • Executes multiple tasks simultaneously
  • Learns and adapts to new technology
  • SAFE Act registration requirements

Work Rights

Not specified

Tailored Resume

Cover Letter