Financial Solutions Advisor Registration Candidate - Rhode Island Market

Bank of America (GHR)

North Providence, RI, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Client relationship cultivation
Financial planning and goal setting
Risk mitigation and control
The role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals

Job Summary

  • The role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
  • Employees must complete required licenses and trainings, including SAFE Act registration if involved in residential mortgage loan originations.
  • This 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 clients to help them 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 relationship cultivation
  • Financial planning and goal setting
  • Risk mitigation and control
  • Prospecting new clients
  • Referral management

Nice-to-have

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

Key Requirements

  • Aptitude for obtaining industry licenses
  • High School Diploma or GED
  • SAFE Act background check clearance
  • One year financial services experience (desired)
  • FINRA SIE certification (desired)

Work Rights

Not specified

Tailored Resume

Cover Letter