Financial Solutions Advisor Registration Candidate - Wexford Financial Center

Bank of America

Wexford, Pennsylvania, United States
Client financial goal planning
Investment product recommendations
Client relationship cultivation
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 is committed to an in-office culture with specific requirements for office-based attendance.

Matching Summary

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

Skills & Requirements

Must-have

  • Client financial goal planning
  • Investment product recommendations
  • Client relationship cultivation
  • Risk mitigation activities
  • Prospecting new clients

Nice-to-have

  • Self-disciplined time management
  • Strong peer collaboration skills
  • Results-driven mindset
  • Adaptability to new technology
  • Executive presence

Key Requirements

  • Aptitude in obtaining industry licenses
  • SAFE Act registration compliance
  • High School Diploma or GED
  • One year financial services experience (desired)

Work Rights

Not specified

Tailored Resume

Cover Letter