Financial Solutions Advisor Registration Candidate - Freeport Financial Center
Bank of America
Freeport, NY, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
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Client financial goal planning
Investment product recommendations
Client lead triaging and referrals
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Bank of America is seeking a Financial Solutions Advisor Registration Candidate for its Freeport Financial Center, responsible for providing tailored financial advice and solutions to clients. The role involves client engagement, risk management, and requires adherence to SAFE Act registration. The position offers a supportive company culture focused on growth and well-being.
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Job Summary
The role involves providing comprehensive advice and customized solutions to help clients achieve their short and long-term financial goals.
Employees must complete required licenses and trainings, including SAFE Act registration for residential mortgage loan originations.
The position offers industry-leading benefits, access to paid time off, and a base salary ranging from $28.85 to $33.65 hourly.
Matching Summary
Match Score: 75
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Bank of America is seeking a Financial Solutions Advisor Registration Candidate for its Freeport Financial Center, responsible for providing tailored financial advice and solutions to clients. The role involves client engagement, risk management, and requires adherence to SAFE Act registration. The position offers a supportive company culture focused on growth and well-being.
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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
Client lead triaging and referrals
Risk mitigation and control
Prospecting new clients
Nice-to-have
Strong peer collaboration skills
Results-driven mindset
Adaptability to new technology
Self-disciplined time management
Effective oral communication
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
One year of financial services or sales experience (desired)