Financial Solutions Advisor Registration Candidate - Western Ma Market
Bank of America Merrill Lynch
North Attleboro, MA, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
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Client financial goal planning
Investment product recommendations
Client lead triaging and referrals
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Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate in North Attleboro, MA, to provide tailored financial advice and support to clients in achieving their financial goals. The role requires effective client relationship management, knowledge of financial products, and the completion of necessary industry licenses.
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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 offers industry-leading benefits, access to paid time off, and resources to support employee wellness.
Matching Summary
Match Score: 75
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Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate in North Attleboro, MA, to provide tailored financial advice and support to clients in achieving their financial goals. The role requires effective client relationship management, knowledge of financial products, and the completion of necessary industry licenses.
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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 triaging 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
Executive presence
Key Requirements
Aptitude in obtaining required industry licenses
SAFE Act registration and background check compliance
Bachelor's degree or one year of financial services experience (desired)
High School Diploma / GED minimum education requirement