Financial Solutions Advisor Registration Candidate - Wexford Financial Center

Bank of America (GHR)

Not specified; not specified; not specified
Client financial goal planning
Investment product recommendations
Client lead triaging and referrals
The role involves providing comprehensive advice and customized solutions to help clients achieve their short and long-term financial goals

Job Summary

  • The role involves providing comprehensive advice and customized solutions to help clients achieve their short and long-term financial goals.
  • Employees must be willing to obtain required industry licenses and complete specific trainings to perform duties effectively.
  • This position requires adherence to SAFE Act registration requirements for residential mortgage loan originations.

Matching Summary

The role involves providing comprehensive advice and customized solutions to help clients achieve their short and long-term financial goals.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Client financial goal planning
  • Investment product recommendations
  • Client lead triaging and referrals
  • Risk mitigation and control
  • Prospecting new clients

Nice-to-have

  • Self-disciplined time management
  • Strong peer collaboration skills
  • Results-driven mindset
  • Adaptability to new technology

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter