Financial Solutions Advisor Registration Candidate - Cincinnati Market

Bank of America Merrill Lynch

Cincinnati, Ohio, United States
Not specified; not specified; not specified
In-office with potential 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 Cincinnati market, focusing on helping clients achieve their financial goals through customized solutions. The role involves client relationship management, providing financial advice, and fulfilling regulatory requirements, including SAFE Act registration

Job Summary

  • The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products and banking solutions.
  • Employees must be willing to obtain required industry licenses and complete training, including SAFE Act registration for potential mortgage loan originations.
  • The position requires triaging client leads, making referrals based on asset thresholds, and engaging potential new clients through referrals or financial center clientele.

Matching Summary

Match Score: 85

Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for the Cincinnati market, focusing on helping clients achieve their financial goals through customized solutions. The role involves client relationship management, providing financial advice, and fulfilling regulatory requirements, including SAFE Act registration.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Client relationship cultivation
  • Financial goal planning
  • Investment product recommendations
  • Risk mitigation activities
  • Pipeline management

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
  • SAFE Act registration compliance
  • High School Diploma or GED
  • Bachelor's degree preferred
  • One year of financial services experience preferred

Work Rights

Not specified

Tailored Resume

Cover Letter