Financial Solutions Advisor Registration Candidate - Bloomfield Financial Center
Bank of America
Bloomfield, CT, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
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Client financial goal planning
Brokerage product recommendations
Risk mitigation and control
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Bank of America is seeking a Financial Solutions Advisor Registration Candidate for its Bloomfield Financial Center, responsible for providing personalized financial advice and solutions to clients. The role involves client engagement, triaging leads, and compliance with SAFE Act registration requirements, emphasizing the importance of relationship-building and financial acumen.
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Job Summary
The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products and banking solutions.
Bank of America is committed to an inclusive workplace culture that supports teammates' physical, emotional, and financial wellness while driving responsible growth.
This position offers industry-leading benefits, access to paid time off, and resources to support sustainable business growth and community impact.
Matching Summary
Match Score: 75
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Bank of America is seeking a Financial Solutions Advisor Registration Candidate for its Bloomfield Financial Center, responsible for providing personalized financial advice and solutions to clients. The role involves client engagement, triaging leads, and compliance with SAFE Act registration requirements, emphasizing the importance of relationship-building and financial acumen.
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Salary
Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified (not incentive eligible); Benefits: Industry-leading benefits and paid time off included
Skills & Requirements
Must-have
Client financial goal planning
Brokerage product recommendations
Risk mitigation and control
Client referral triaging
Pipeline and prospecting management
Nice-to-have
Self-disciplined time management
Strong peer collaboration skills
Results-driven mindset
Adaptability to new technology
Executive presence in client interactions
Key Requirements
Aptitude in obtaining required industry licenses
SAFE Act registration and background check compliance