Financial Solutions Advisor Registration Candidate - Northlite Financial Center
Bank of America
Kannapolis, North Carolina, USA
Client relationship cultivation
Financial plan development
Risk mitigation
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals
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
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
Skills & Requirements
Must-have
Client relationship cultivation
Financial plan development
Risk mitigation
Prospecting and client engagement
Nice-to-have
Executive presence
Strong peer relationships
Results-driven mindset
Adaptability to new technology
Key Requirements
Aptitude in obtaining required licenses
SAFE Act registration requirements
FINRA Securities Industry Essentials (SIE) desired
Bachelor's degree or 1 year financial services experience desired