Financial Solutions Advisor Registration Candidate - Utah South Market

Bank of America Merrill Lynch

Utah, United States
Not specified; not specified; not specified
In-office with flexible considerations
Client financial goal planning
Investment product recommendations
Client lead triaging and referrals
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for the Utah South Market, responsible for providing tailored financial advice to clients while adhering to regulatory requirements. This role emphasizes client relationship building, risk management, and collaboration with internal teams to meet client needs

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 for residential mortgage loan originations.
  • The position involves working with brokerage products like stocks, bonds, and mutual funds while mitigating risk in a fast-paced environment.

Matching Summary

Match Score: 85

Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for the Utah South Market, responsible for providing tailored financial advice to clients while adhering to regulatory requirements. This role emphasizes client relationship building, risk management, and collaboration with internal teams to meet client needs.

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 in daily activities
  • Prospecting new clients

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
  • SAFE Act registration eligibility
  • High School Diploma or GED
  • FINRA Securities Industry Essentials (SIE) preferred
  • One year financial services experience preferred

Work Rights

Not specified

Tailored Resume

Cover Letter