Financial Solutions Advisor Registration Candidate- Peddler's Village Financial Center
Bank of America
Lahaska, Pennsylvania, USA
Client solutions advisory
Investment management
Pipeline management
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals
Job Summary
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
Matching Summary
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
Skills & Requirements
Must-have
Client Solutions Advisory
Investment Management
Pipeline Management
Risk Management
Client Experience Branding
Nice-to-have
Executive Presence
Business Acumen
Strong Peer Relationships
Results-Driven Mindset
Key Requirements
Aptitude in obtaining required industry licenses
SAFE Act registration requirements
FINRA Securities Industry Essentials (SIE) certification
Bachelor’s degree or 1 year financial services/sales experience