Financial Solutions Advisor Registration Candidate -capitol Hill Financial Center

Bank of America

Washington, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
On-site
Client relationship cultivation
Needs assessment and solution recommendation
Risk mitigation in daily activities
Bank of America is seeking a Financial Solutions Advisor Registration Candidate for their Capitol Hill Financial Center in Washington, US. The role involves providing tailored financial advice to clients while complying with regulatory requirements, and emphasizes a commitment to inclusive workplace culture

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.
  • This role is compensated with a base salary and is not incentive eligible, and is currently benefits eligible.

Matching Summary

Match Score: 85

Bank of America is seeking a Financial Solutions Advisor Registration Candidate for their Capitol Hill Financial Center in Washington, US. The role involves providing tailored financial advice to clients while complying with regulatory requirements, and emphasizes a commitment to inclusive workplace culture.

Salary

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

Skills & Requirements

Must-have

  • Client relationship cultivation
  • Needs assessment and solution recommendation
  • Risk mitigation in daily activities
  • Identifying and engaging potential new clients

Nice-to-have

  • Client Experience Branding
  • Executive Presence
  • Business Acumen

Key Requirements

  • Aptitude in obtaining required industry licenses
  • Self-disciplined in managing time and capacity
  • Success creating strong peer relationships
  • Results-driven mindset
  • Executes multiple tasks simultaneously
  • Learns and adapts to new technology

Work Rights

Not specified

Tailored Resume

Cover Letter