Financial Solutions Advisor Registration Candidate - Southern Ct Market

Bank of America

Stratford, CT, United States
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Client financial planning and goal setting
Brokerage product knowledge and sales
Risk mitigation and control activities
The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals

Job Summary

  • The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.
  • Employees must complete required licenses and trainings, including SAFE Act registration if involved in residential mortgage loan originations.
  • The position offers industry-leading benefits, access to paid time off, and resources to support employee wellness and sustainable business growth.

Matching Summary

The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.

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 financial planning and goal setting
  • Brokerage product knowledge and sales
  • Risk mitigation and control activities
  • Client referral and triage management
  • Self-disciplined time and capacity management

Nice-to-have

  • Strong peer relationship building skills
  • Results-driven mindset in fast-paced environment
  • Effective communication and collaboration abilities
  • Adaptability to new technology applications

Key Requirements

  • Aptitude in obtaining required industry licenses
  • High School Diploma or GED equivalent
  • Completion of SAFE Act background check
  • FINRA Securities Industry Essentials (SIE) preferred

Work Rights

Not specified

Tailored Resume

Cover Letter