Financial Solutions Advisor Registration Candidate - Northern Ma Market

Bank of America

Acton, MA, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
In-office with specific attendance requirements
Client financial goal planning
Investment product recommendations
Risk mitigation and control
Bank of America is seeking a Financial Solutions Advisor Registration Candidate for various locations in the Northern Massachusetts market. The role involves providing tailored financial advice to clients, requiring successful completion of licensing and registration, while promoting an inclusive workplace culture

Job Summary

  • This role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
  • Employees must complete required licenses and trainings, including SAFE Act registration if engaging 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

Match Score: 85

Bank of America is seeking a Financial Solutions Advisor Registration Candidate for various locations in the Northern Massachusetts market. The role involves providing tailored financial advice to clients, requiring successful completion of licensing and registration, while promoting an inclusive workplace culture.

Salary

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

Skills & Requirements

Must-have

  • Client financial goal planning
  • Investment product recommendations
  • Risk mitigation and control
  • Client referral triage
  • Pipeline management

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
  • High School Diploma or GED
  • SAFE Act registration eligibility
  • Experience in cultivating client relationships
  • Ability to work rotating Saturdays

Work Rights

Not specified

Tailored Resume

Cover Letter