Financial Solutions Advisor Registration Candidate - Hewlett Financial Center
Bank of America
Hewlett, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Client solutions advisory
Investment management
Pipeline management
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.
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.
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.
Salary
Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Eligible
Skills & Requirements
Must-have
Client Solutions Advisory
Investment Management
Pipeline Management
Referral Management
Client Management
Risk Management
Nice-to-have
Client Experience Branding
Customer and Client Focus
Portfolio Management
Prospecting
Business Acumen
Executive Presence
Oral Communications
Trading
Key Requirements
Obtain required industry licenses
SAFE Act registration requirements
FINRA Securities Industry Essentials (SIE) certification
Bachelor’s degree and/or minimum one year financial services or sales experience