Financial Solutions Advisor Registration Candidate - Newington Financial Center
Bank of America
Newington, CT, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
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Client relationship cultivation
Financial planning and goal setting
Risk mitigation in daily activities
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Bank of America is seeking a Financial Solutions Advisor Registration Candidate for its Newington Financial Center, where the role involves providing tailored financial advice and solutions to clients. The position emphasizes building client relationships, understanding financial goals, and adhering to compliance requirements, particularly under the SAFE Act.
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Job Summary
The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals.
Employees must complete required licenses and trainings, including SAFE Act registration for mortgage loan provisions.
The position offers industry-leading benefits, paid time off, and resources to support employee wellness and sustainable growth.
Matching Summary
Match Score: 75
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Bank of America is seeking a Financial Solutions Advisor Registration Candidate for its Newington Financial Center, where the role involves providing tailored financial advice and solutions to clients. The position emphasizes building client relationships, understanding financial goals, and adhering to compliance requirements, particularly under the SAFE Act.
**
Salary
Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Industry-leading benefits and PTO included
Skills & Requirements
Must-have
Client relationship cultivation
Financial planning and goal setting
Risk mitigation in daily activities
Prospecting new clients through referrals
Nice-to-have
Self-disciplined time management
Strong peer collaboration skills
Results-driven mindset
Adaptability to new technology
Key Requirements
Aptitude for obtaining industry licenses
SAFE Act registration compliance
High School Diploma or GED equivalent
One year of financial services experience (desired)