Financial Solutions Advisor Registration Candidate - Washington Ave Financial Center

Bank of America

Kingston, NY, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Client relationship cultivation
Financial goal planning
Risk mitigation and control
The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products and banking strategies

Job Summary

  • The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products and banking strategies.
  • Employees must be self-disciplined in managing time and capacity while executing multiple tasks simultaneously in a fast-paced environment.
  • 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 involves providing comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products and banking strategies.

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 relationship cultivation
  • Financial goal planning
  • Risk mitigation and control
  • Client referral management
  • Pipeline development

Nice-to-have

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

Key Requirements

  • Aptitude for obtaining required industry licenses
  • Completion of SAFE Act registration requirements
  • High School Diploma or GED equivalent
  • Experience in cultivating client relationships
  • Bachelor's degree preferred

Work Rights

Not specified

Tailored Resume

Cover Letter