Financial Solutions Advisor Registration Candidate -k Street Financial Center

Bank of America

Washington, DC, United States
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Client financial planning and goal setting
Investment product recommendation expertise
Risk mitigation and control execution
The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals

Job Summary

  • The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.
  • Employees must apply and expand knowledge by completing required licenses and trainings, including SAFE Act registration for mortgage loan provisions.
  • The position offers industry-leading benefits, access to paid time off, and resources to support employee wellness and sustainable business growth.

Matching Summary

The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.

Salary

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

Skills & Requirements

Must-have

  • Client financial planning and goal setting
  • Investment product recommendation expertise
  • Risk mitigation and control execution

Nice-to-have

  • Strong peer relationship building skills
  • Results-driven mindset in fast-paced environment
  • Effective communication and collaboration abilities

Key Requirements

  • Aptitude in obtaining required industry licenses
  • SAFE Act registration and background check compliance
  • High School Diploma or GED equivalent

Work Rights

Not specified

Tailored Resume

Cover Letter