Financial Solutions Advisor Registration Candidate - Clover Monroe Financial Center

Bank of America

Rochester, NY, USA
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Financial planning and goal setting
Client needs assessment and solutions
Brokerage products and investment strategies
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.
  • We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Matching Summary

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.

Salary

Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Eligible

Skills & Requirements

Must-have

  • Financial planning and goal setting
  • Client needs assessment and solutions
  • Brokerage products and investment strategies
  • Risk mitigation and control
  • Client lead triaging and referrals

Nice-to-have

  • Client experience branding
  • Executive presence and communication
  • Results-driven mindset
  • Adaptability to new technology

Key Requirements

  • Aptitude in obtaining required industry licenses
  • SAFE Act registration requirements
  • FINRA Securities Industry Essentials (SIE) certification
  • Bachelor’s degree and/or minimum one year financial services/sales experience

Work Rights

Not specified

Tailored Resume

Cover Letter