Financial Solutions Advisor Registration Candidate - Mineral Spring Ave Financial Center
Bank of America
North Providence, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Cultivating client relationships
Assessing client needs
Recommending financial solutions
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.
Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products.
We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Matching Summary
This job 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: Eligible
Skills & Requirements
Must-have
Cultivating client relationships
Assessing client needs
Recommending financial solutions
Managing time and capacity
Building financial plans
Nice-to-have
Client Experience Branding
Executive Presence
Strong peer relationships
Results-driven mindset
Key Requirements
Aptitude in obtaining required industry licenses
SAFE Act registration requirements
FINRA Securities Industry Essentials (SIE) certification
Bachelor’s degree and/or minimum one year financial services experience