Financial Solutions Advisor Registration Candidate- Peddler's Village Financial Center
Bank of America
Peddler's Village, United States of America
Client solutions advisory
Investment management
Pipeline management
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.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements.
Matching Summary
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
Skills & Requirements
Must-have
Client Solutions Advisory
Investment Management
Pipeline Management
Risk Management
Client Management
Nice-to-have
Executive Presence
Business Acumen
Client Experience Branding
Customer and Client Focus
Key Requirements
Must obtain required industry licenses
SAFE Act registration required
FINRA Securities Industry Essentials (SIE) certification
Bachelor’s degree or 1 year financial services/sales experience