Financial Solutions Advisor Registration Candidate - Bloomfield Financial Center

Bank of America (GHR)

Bloomfield, CT, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
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Client financial planning and goal setting
Triage client leads and referrals
Risk mitigation in daily activities
** Bank of America is seeking a Financial Solutions Advisor Registration Candidate for its Bloomfield, CT location. The role involves working closely with clients to provide customized financial advice and solutions, while also meeting licensing 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 if involved in residential mortgage loans.
  • The position offers industry-leading benefits, access to paid time off, and support for employee wellness.

Matching Summary

Match Score: 75

** Bank of America is seeking a Financial Solutions Advisor Registration Candidate for its Bloomfield, CT location. The role involves working closely with clients to provide customized financial advice and solutions, while also meeting licensing 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 in daily activities
  • Prospecting new clients through referrals

Nice-to-have

  • Self-disciplined time management
  • Strong peer relationship building
  • Results-driven mindset in fast-paced environment
  • Adaptability to new technology applications

Key Requirements

  • Aptitude in obtaining required industry licenses
  • High School Diploma or GED equivalent
  • SAFE Act background check and registration compliance

Work Rights

Not specified

Tailored Resume

Cover Letter