Financial Solutions Advisor Registration Candidate - Harrison Ave Financial Center

Bank of America Merrill Lynch

In-office with flexibility based on role-specific considerations.
Client financial goal planning
Investment product recommendations
Client lead triage and referral
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate to provide comprehensive financial advice and customized solutions to clients. The role emphasizes building client relationships, recommending investment strategies, and requires compliance with SAFE Act registration

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 loan provisions.
  • Bank of America is committed to an inclusive workplace culture that supports physical, emotional, and financial wellness for all teammates.

Matching Summary

Match Score: 85

Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate to provide comprehensive financial advice and customized solutions to clients. The role emphasizes building client relationships, recommending investment strategies, and requires compliance with SAFE Act registration.

Skills & Requirements

Must-have

  • Client financial goal planning
  • Investment product recommendations
  • Client lead triage and referral
  • Risk mitigation in daily activities
  • Prospecting new clients

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 industry licenses
  • SAFE Act registration compliance
  • High School Diploma or GED
  • One year financial services experience (desired)

Work Rights

Not specified

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