Financial Solutions Advisor Registration Candidate - Sea Island Financial Center

Bank of America

Sea Island, United States
Not specified; not specified; not specified
In-office with specific requirements for attendance.
Client financial goal planning
Investment product recommendations
Client lead triaging and referrals
Bank of America is seeking a Financial Solutions Advisor Registration Candidate for their Sea Island Financial Center, responsible for providing tailored financial advice to clients and meeting specific licensing requirements. The role emphasizes developing client relationships, recommending investment strategies, and adhering to compliance regulations

Job Summary

  • The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.
  • Employees must apply and expand knowledge by completing required licenses and trainings, including SAFE Act registration for mortgage activities.
  • Bank of America offers an inclusive workplace culture committed to driving Responsible Growth and supporting teammate wellness.

Matching Summary

Match Score: 85

Bank of America is seeking a Financial Solutions Advisor Registration Candidate for their Sea Island Financial Center, responsible for providing tailored financial advice to clients and meeting specific licensing requirements. The role emphasizes developing client relationships, recommending investment strategies, and adhering to compliance regulations.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Client financial goal planning
  • Investment product recommendations
  • Client lead triaging and referrals
  • Risk mitigation and control
  • Prospecting new clients

Nice-to-have

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

Key Requirements

  • Aptitude for obtaining industry licenses
  • SAFE Act registration eligibility
  • High School Diploma or GED
  • One year financial services experience (desired)
  • FINRA SIE certification (desired)

Work Rights

Must pass SAFE Act background check

Tailored Resume

Cover Letter