Financial Solutions Advisor Stage I - Registration Candidate - Beacon Hill Financial Center
Bank of America (GHR)
Seattle, United States
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Client engagement and value proposition
Triage client leads and referrals
On-going training participation
Provide end-to-end comprehensive advice and customized solutions to clients, helping them achieve their financial goals
Job Summary
Provide end-to-end comprehensive advice and customized solutions to clients, helping them achieve their financial goals.
Engage and share value proposition with customers in the lobby and triage client leads, making referrals to appropriate internal service providers.
We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits.
Matching Summary
Provide end-to-end comprehensive advice and customized solutions to clients, helping them achieve their financial goals.
Salary
Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Eligible
Skills & Requirements
Must-have
Client engagement and value proposition
Triage client leads and referrals
On-going training participation
General banking and investment awareness
Nice-to-have
Adapt and seek solutions
Fast-paced environment adaptability
Diverse and inclusive workplace
Key Requirements
Series 7 & 66 within 120 days
Series 7 and Series 66 (63 & 65 accepted)
High School Diploma / GED / Secondary School or equivalent