Financial Solutions Advisor Registration Candidate - Western Long Island Market
Bank of America
Lynbrook, NY, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
In-office with flexible attendance based on role-specific considerations.
Client financial goal planning
Investment product recommendations
Risk mitigation and control
Bank of America is seeking a Financial Solutions Advisor Registration Candidate for their Lynbrook, NY location. The role involves providing tailored financial advice, building client relationships, and maintaining regulatory compliance, with a focus on supporting clients' 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 if involved in residential mortgage loan originations.
The position offers industry-leading benefits, access to paid time off, and resources to support employee wellness and sustainable business growth.
Matching Summary
Match Score: 85
Bank of America is seeking a Financial Solutions Advisor Registration Candidate for their Lynbrook, NY location. The role involves providing tailored financial advice, building client relationships, and maintaining regulatory compliance, with a focus on supporting clients' 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 goal planning
Investment product recommendations
Risk mitigation and control
Client referral triage
Prospecting new clients
Nice-to-have
Self-disciplined time management
Strong peer collaboration skills
Results-driven mindset
Adaptability to new technology
Executive presence in communication
Key Requirements
Aptitude in obtaining required industry licenses
High School Diploma or GED
SAFE Act registration and background check compliance
Experience in cultivating client relationships
One year of financial services or sales experience (desired)