Financial Solutions Advisor Registration Candidate -k Street Financial Center

Bank of America Merrill Lynch

Washington, DC, United States
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
In-office with flexibility based on role-specific considerations.
Client financial planning and goal setting
Brokerage product knowledge and recommendations
Risk mitigation and control activities
Bank of America Merrill Lynch seeks a Financial Solutions Advisor Registration Candidate to provide tailored financial advice to clients, helping them achieve their financial goals. The role requires building client relationships, making referrals, and obtaining necessary licenses, while fostering a culture of growth and inclusion within the organization

Job Summary

  • This role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.
  • Employees must complete required licenses and trainings, including SAFE Act registration if involved in residential mortgage loans.
  • The position offers industry-leading benefits, paid time off, and resources to support employee wellness and sustainable business growth.

Matching Summary

Match Score: 85

Bank of America Merrill Lynch seeks a Financial Solutions Advisor Registration Candidate to provide tailored financial advice to clients, helping them achieve their financial goals. The role requires building client relationships, making referrals, and obtaining necessary licenses, while fostering a culture of growth and inclusion within the organization.

Salary

Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified (not incentive eligible); Benefits: Industry-leading benefits and PTO included

Skills & Requirements

Must-have

  • Client financial planning and goal setting
  • Brokerage product knowledge and recommendations
  • Risk mitigation and control activities
  • Client referral and triage management
  • Prospecting for new clients

Nice-to-have

  • Self-disciplined time management skills
  • Strong peer collaboration abilities
  • Results-driven mindset in fast-paced environment
  • Adaptability to new technology applications

Key Requirements

  • Aptitude for obtaining industry licenses
  • High School Diploma or GED
  • SAFE Act registration eligibility
  • Background check clearance

Work Rights

Not specified

Tailored Resume

Cover Letter