Financial Solutions Advisor Registration Candidate - Cincinnati Market

Bank of America

Cincinnati, Ohio, USA
Client relationship management
Financial goal planning
Risk mitigation
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection

Job Summary

  • At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
  • This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
  • 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

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.

Skills & Requirements

Must-have

  • Client relationship management
  • Financial goal planning
  • Risk mitigation
  • SAFE Act registration
  • In-office culture

Nice-to-have

  • Executive presence
  • Adaptability to new technology
  • Strong peer relationships

Key Requirements

  • Aptitude in obtaining required licenses
  • FINRA SIE certification (desired)
  • Bachelor's degree or 1 year experience (desired)
  • SAFE Act background check

Work Rights

Not specified

Tailored Resume

Cover Letter