Financial Solutions Advisor Registration Candidate - Wantagh Financial Center
Bank of America
Wantagh, NY, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
In-office with specific attendance requirements, allowing some flexibility based on role-specific considerations.
Client financial planning and goal setting
Brokerage product knowledge (stocks, bonds)
Risk mitigation and control execution
Bank of America is seeking a Financial Solutions Advisor Registration Candidate for their Wantagh Financial Center. The role involves providing tailored financial advice to clients while meeting regulatory requirements, with a strong emphasis on client relationship management and teamwork
Job Summary
The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products and banking solutions.
Employees must complete required licenses and trainings, including SAFE Act registration if involved in residential mortgage loan originations.
The position offers industry-leading benefits, access to paid time off, and a commitment to an inclusive workplace culture focused on Responsible Growth.
Matching Summary
Match Score: 85
Bank of America is seeking a Financial Solutions Advisor Registration Candidate for their Wantagh Financial Center. The role involves providing tailored financial advice to clients while meeting regulatory requirements, with a strong emphasis on client relationship management and teamwork.
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
Brokerage product knowledge (stocks, bonds)
Risk mitigation and control execution
Client referral and triage management
Self-disciplined time and capacity management
Nice-to-have
Strong peer relationship building skills
Results-driven mindset in fast-paced environment
Effective communication and collaboration
Adaptability to new technology applications
Prospecting and referral identification skills
Key Requirements
Aptitude in obtaining required industry licenses
Completion of SAFE Act background check and registration
High School Diploma or GED equivalent
Minimum one year financial services or sales experience (desired)