Financial Solutions Advisor Registration Candidate - Mercer County Market
Bank of America (GHR)
East Windsor, NJ, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
In-office
Client financial planning and goal setting
Triage client leads and referrals
Risk mitigation and control activities
Bank of America is seeking a Financial Solutions Advisor Registration Candidate for its Mercer County Market, focusing on providing tailored financial advice to clients. The role involves building financial plans, managing client relationships, and requires adherence to SAFE Act registration requirements
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 mortgage loan originations if applicable.
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 is seeking a Financial Solutions Advisor Registration Candidate for its Mercer County Market, focusing on providing tailored financial advice to clients. The role involves building financial plans, managing client relationships, and requires adherence to SAFE Act registration requirements.
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 planning and goal setting
Triage client leads and referrals
Risk mitigation and control activities
Prospecting new clients through referrals
Managing time and capacity effectively
Nice-to-have
Strong peer relationship building skills
Results-driven mindset in fast-paced environment
Adaptability to new technology applications
Effective communication and collaboration
Experience cultivating client relationships
Key Requirements
Aptitude in obtaining required industry licenses
SAFE Act registration and background check compliance
High School Diploma or GED equivalent
Minimum one year of financial services experience (desired)