Financial Solutions Advisor Registration Candidate - Southeast Wisconsin Market

Bank of America

Southeast Wisconsin, United States
Not specified; not specified; not specified
**
Triaging client leads and referrals
Building comprehensive financial plans
Mitigating and controlling risk
** Bank of America is seeking a Financial Solutions Advisor Registration Candidate for the Southeast Wisconsin market to provide tailored financial advice and solutions to clients. The role requires obtaining necessary licenses and emphasizes an in-office culture while promoting growth and inclusivity within the organization. **

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 focused on driving Responsible Growth and supporting teammate wellness.

Matching Summary

Match Score: 75

** Bank of America is seeking a Financial Solutions Advisor Registration Candidate for the Southeast Wisconsin market to provide tailored financial advice and solutions to clients. The role requires obtaining necessary licenses and emphasizes an in-office culture while promoting growth and inclusivity within the organization. **

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • triaging client leads and referrals
  • building comprehensive financial plans
  • mitigating and controlling risk

Nice-to-have

  • self-disciplined time management
  • strong peer relationship building
  • results-driven mindset in fast pace

Key Requirements

  • Aptitude in obtaining required industry licenses
  • SAFE Act registration and background check compliance
  • High School Diploma or GED equivalent

Work Rights

Not specified

Tailored Resume

Cover Letter