Financial Solutions Advisor Registration Candidate -capitol Hill Financial Center

Bank of America (GHR)

Washington, DC, USA
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Client financial planning and goal setting
Investment product recommendation expertise
Client lead triaging and referral management
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 complete required licenses and trainings, including SAFE Act registration for mortgage loan originations if applicable.
  • The position offers industry-leading benefits, access to paid time off, and resources to support employee wellness and sustainable business growth.

Matching Summary

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

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
  • Investment product recommendation expertise
  • Client lead triaging and referral management
  • Risk mitigation in daily activities
  • Prospecting for new clients

Nice-to-have

  • Strong peer relationship building skills
  • Results-driven mindset in fast-paced environment
  • Effective communication and collaboration
  • Adaptability to new technology applications
  • Self-disciplined time and capacity management

Key Requirements

  • Aptitude for obtaining required industry licenses
  • Completion of SAFE Act background check and registration
  • High School Diploma or GED equivalent
  • Minimum one year financial services experience (desired)
  • FINRA Securities Industry Essentials (SIE) certification (desired)

Work Rights

Not specified

Tailored Resume

Cover Letter