Financial Solutions Advisor Registration Candidate - Lindon Financial Center
Bank of America
Lindon, USA
Client relationship management
Financial goal assessment
Product recommendation
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.
Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products.
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.
Matching Summary
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
Skills & Requirements
Must-have
Client relationship management
Financial goal assessment
Product recommendation
Risk mitigation
SAFE Act registration
Nice-to-have
Strong peer relationships
Results-driven mindset
Client's interest prioritization
Adaptability to new technology
Key Requirements
Aptitude in obtaining required industry licenses
Self-disciplined time management
Experience cultivating client relationships
Success creating strong peer relationships
FINRA Securities Industry Essentials (SIE) certification
Bachelor’s degree or 1 year financial services/sales experience