Financial Solutions Advisor Registration Candidate - Eastgate Financial Center

Bank of America

Eastgate, Unknown, USA
**
Client relationship cultivation
Needs assessment and solution recommendation
Financial plan development
** Bank of America is seeking a Financial Solutions Advisor Registration Candidate to provide tailored financial advice to clients at their Eastgate Financial Center. The role involves triaging client leads, recommending investment strategies, and requires compliance with SAFE Act registration. **

Job Summary

  • This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
  • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
  • Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

Matching Summary

Match Score: 75

** Bank of America is seeking a Financial Solutions Advisor Registration Candidate to provide tailored financial advice to clients at their Eastgate Financial Center. The role involves triaging client leads, recommending investment strategies, and requires compliance with SAFE Act registration. **

Skills & Requirements

Must-have

  • Client relationship cultivation
  • Needs assessment and solution recommendation
  • Financial plan development
  • Brokerage product knowledge
  • Banking and investment strategies

Nice-to-have

  • Strong peer relationships
  • Results-driven mindset
  • Client's interest prioritization

Key Requirements

  • Required industry licenses
  • SAFE Act registration requirements
  • FINRA Securities Industry Essentials (SIE) certification
  • Bachelor’s degree or 1 year financial services/sales experience

Work Rights

Not specified

Tailored Resume

Cover Letter