Financial Solutions Advisor Registration Candidate - South Shore Market
Bank of America Merrill Lynch
West Roxbury, MA, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
In-office with flexibility based on role-specific considerations.
Client relationship cultivation
Financial goal planning
Investment product recommendations
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for the South Shore Market in West Roxbury, MA. This role involves providing tailored financial advice to clients, managing client relationships, and adhering to licensing requirements
Job Summary
The role involves 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 offers industry-leading benefits, access to paid time off, and resources to support employee wellness.
Matching Summary
Match Score: 85
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for the South Shore Market in West Roxbury, MA. This role involves providing tailored financial advice to clients, managing client relationships, and adhering to licensing requirements.
Salary
Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified (not incentive eligible); Benefits: Industry-leading benefits and paid time off included
Skills & Requirements
Must-have
Client relationship cultivation
Financial goal planning
Investment product recommendations
Risk mitigation 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 in obtaining required industry licenses
Completion of SAFE Act registration and background check