Financial Solutions Advisor Registration Candidate - Southeast Wisconsin Market

Bank of America

Southeast Wisconsin, United States
Not specified; not specified; not specified
Client financial goal planning
Investment product recommendations
Client lead triage and referrals
The role involves providing comprehensive advice and customized solutions to help clients achieve their short and long-term financial goals

Job Summary

  • The role involves providing comprehensive advice and customized solutions to help clients achieve their short and long-term financial goals.
  • Employees must be willing to obtain required industry licenses and complete necessary trainings to expand their knowledge.
  • This position may involve residential mortgage loan originations requiring SAFE Act registration and background checks.

Matching Summary

The role involves providing comprehensive advice and customized solutions to help clients achieve their short and long-term financial goals.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Client financial goal planning
  • Investment product recommendations
  • Client lead triage and referrals
  • Risk mitigation in daily 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 for obtaining industry licenses
  • SAFE Act registration eligibility
  • High School Diploma or GED
  • One year financial services experience (desired)
  • FINRA SIE certification (desired)

Work Rights

Not specified

Tailored Resume

Cover Letter