Financial Solutions Advisor Registration Candidate - Western Ma Market
Bank of America (GHR)
North Attleboro, MA, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
**
Client financial goal planning
Investment product recommendations
Client lead triage and referrals
**
Bank of America is seeking a Financial Solutions Advisor Registration Candidate for its North Attleboro, MA market. The role involves providing tailored financial advice to clients, requiring industry licensing and a commitment to an in-office work culture.
**
Job Summary
The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.
Employees must complete required licenses and trainings, including SAFE Act registration if involved in residential mortgage loans.
The position offers industry-leading benefits, access to paid time off, and resources to support employee wellness.
Matching Summary
Match Score: 75
**
Bank of America is seeking a Financial Solutions Advisor Registration Candidate for its North Attleboro, MA market. The role involves providing tailored financial advice to clients, requiring industry licensing and a commitment to an in-office work culture.
**
Salary
Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Industry-leading benefits and paid time off included
Skills & Requirements
Must-have
Client financial goal planning
Investment product recommendations
Client lead triage and referrals
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
Effective oral communication
Key Requirements
Aptitude for obtaining industry licenses
SAFE Act registration compliance
High School Diploma or equivalent
One year of financial services experience (desired)