Financial Solutions Advisor Registration Candidate - Harrison Ave Financial Center

Bank of America

Harrison Ave Financial Center, United States
Not specified; not specified; not specified
Client financial goal planning
Investment product recommendations
Risk mitigation and control
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 for mortgage loan provisions.
  • Bank of America offers an inclusive workplace culture with opportunities to learn, grow, and make an impact within a team environment.

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 goal planning
  • Investment product recommendations
  • Risk mitigation and control
  • Client relationship cultivation
  • Referral management to partners

Nice-to-have

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

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter