Financial Solutions Advisor Registration Candidate - Heckle

Bank of America (GHR)

Not specified; not specified; not specified
Client financial planning and goal setting
Triage client leads and make referrals
Risk mitigation in daily activities
The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals

Job Summary

  • The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.
  • Employees must apply and expand knowledge by completing required licenses and trainings, including SAFE Act registration.
  • Bank of America offers an inclusive workplace culture with opportunities to learn, grow, and make an impact.

Matching Summary

The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Client financial planning and goal setting
  • Triage client leads and make referrals
  • Risk mitigation in daily activities
  • Prospecting new clients through referrals

Nice-to-have

  • Self-disciplined time management
  • Strong peer collaboration skills
  • Results-driven mindset in fast pace
  • Adaptability to new technology

Key Requirements

  • Aptitude in obtaining industry licenses
  • SAFE Act registration and background check
  • High School Diploma or GED equivalent
  • Experience cultivating client relationships

Work Rights

Not specified

Tailored Resume

Cover Letter