Financial Solutions Advisor Registration Candidate - Virginia Beach Market

Bank of America

Virginia Beach, VA, US
Not specified; not specified; not specified
In-office
Client financial goal planning
Investment product recommendations
Client lead triaging and referrals
Bank of America seeks a Financial Solutions Advisor Registration Candidate for the Virginia Beach Market to provide tailored financial advice and solutions to clients. The role emphasizes relationship-building, compliance with SAFE Act registration, and requires obtaining relevant industry licenses

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 originations.
  • Bank of America offers an inclusive workplace culture with opportunities to learn, grow, and make an impact while driving Responsible Growth.

Matching Summary

Match Score: 85

Bank of America seeks a Financial Solutions Advisor Registration Candidate for the Virginia Beach Market to provide tailored financial advice and solutions to clients. The role emphasizes relationship-building, compliance with SAFE Act registration, and requires obtaining relevant industry licenses.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Client financial goal planning
  • Investment product recommendations
  • Client lead triaging and referrals
  • Risk mitigation in daily activities
  • Prospecting new clients

Nice-to-have

  • Self-disciplined time management
  • Strong peer collaboration skills
  • Results-driven mindset
  • Adaptability to new technology
  • Executive presence

Key Requirements

  • Aptitude in obtaining industry licenses
  • SAFE Act registration and background check
  • High School Diploma or GED
  • One year financial services experience (desired)
  • FINRA SIE certification (desired)

Work Rights

Not specified

Tailored Resume

Cover Letter