Financial Solutions Advisor Registration Candidate - Western Long Island Market

Bank of America Merrill Lynch

Lynbrook, NY, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
In-office with some flexibility based on role-specific considerations.
Client relationship cultivation
Financial planning and goal setting
Risk mitigation and control
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for its Lynbrook, NY location. The role involves providing tailored financial advice to clients, managing client relationships, and ensuring compliance with industry regulations

Job Summary

  • The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products and banking strategies.
  • Employees must be willing to obtain required industry licenses and complete training, including SAFE Act registration for mortgage loan originations.
  • The position offers a base salary with benefits eligibility, paid time off, and opportunities to learn and grow within an inclusive workplace culture.

Matching Summary

Match Score: 85

Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for its Lynbrook, NY location. The role involves providing tailored financial advice to clients, managing client relationships, and ensuring compliance with industry regulations.

Salary

Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Industry-leading benefits and paid time off included

Skills & Requirements

Must-have

  • Client relationship cultivation
  • Financial planning and goal setting
  • Risk mitigation and control
  • Pipeline and referral management

Nice-to-have

  • Self-disciplined time management
  • Strong peer collaboration skills
  • Results-driven mindset
  • Adaptability to new technology

Key Requirements

  • Aptitude for obtaining industry licenses
  • High School Diploma or GED
  • SAFE Act registration capability
  • One year of financial services experience (desired)

Work Rights

Not specified

Tailored Resume

Cover Letter