Financial Solutions Advisor Registration Candidate - Rhode Island Market
Bank of America Merrill Lynch
North Providence, RI, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
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Client financial planning and goal setting
Brokerage product knowledge and recommendations
Risk mitigation and control execution
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Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate in North Providence, RI. The role involves providing tailored financial advice to clients, managing client relationships, and meeting regulatory requirements, including SAFE Act registration.
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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 offers industry-leading benefits, access to paid time off, and resources to support employee wellness and sustainable growth.
Matching Summary
Match Score: 75
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Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate in North Providence, RI. The role involves providing tailored financial advice to clients, managing client relationships, and meeting regulatory requirements, including SAFE Act registration.
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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 financial planning and goal setting
Brokerage product knowledge and recommendations
Risk mitigation and control execution
Client prospecting and referral identification
SAFE Act registration compliance
Nice-to-have
Self-disciplined time management skills
Strong peer collaboration abilities
Results-driven mindset in fast-paced environment
Adaptability to new technology applications
Key Requirements
Aptitude for obtaining required industry licenses
High School Diploma or GED equivalent
Successful completion of SAFE Act background check
Experience cultivating client relationships and assessing needs