Financial Solutions Advisor Registration Candidate - Cincinnati Market

Bank of America

Cincinnati, Ohio, United States
Not specified; not specified; not specified
Triaging client leads
Meeting with clients to review goals
Applying for required licenses
The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals

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 for residential mortgage loan originations.
  • The position involves triaging client requests, making referrals based on asset thresholds, and mitigating risk in daily activities.

Matching Summary

The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • triaging client leads
  • meeting with clients to review goals
  • applying for required licenses
  • SAFE Act registration compliance
  • building financial plans with brokerage products

Nice-to-have

  • self-disciplined time management
  • strong peer relationship building
  • results-driven mindset in fast-paced environment
  • aptitude for new technology adaptation

Key Requirements

  • Aptitude in obtaining industry licenses
  • SAFE Act registration and background check
  • High School Diploma or GED equivalent
  • Experience cultivating client relationships

Work Rights

Not specified

Tailored Resume

Cover Letter