Financial Solutions Advisor Registration Candidate - Herndon Financial Center

Bank of America

Triaging client leads
Meeting with clients to review goals
Applying for required licenses
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 complete required licenses and trainings, including SAFE Act registration if involved in residential mortgage loan originations.
  • Bank of America offers an inclusive workplace culture focused on driving Responsible Growth and supporting teammate wellness.

Matching Summary

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

Skills & Requirements

Must-have

  • triaging client leads
  • meeting with clients to review goals
  • applying for required licenses

Nice-to-have

  • self-disciplined time management
  • strong peer relationship building
  • results-driven mindset in fast-paced environment

Key Requirements

  • Aptitude in obtaining industry licenses
  • High School Diploma or GED
  • SAFE Act registration background check clearance

Work Rights

Not specified

Tailored Resume

Cover Letter