Financial Solutions Advisor Registration Candidate - Northwoods Financial Center

Bank of America

In-office with flexibility based on role-specific considerations.
Client relationship cultivation
Financial planning and goal setting
Risk mitigation and control
Bank of America is seeking a Financial Solutions Advisor Registration Candidate for its Northwoods Financial Center, focusing on providing clients with personalized financial advice and solutions. The role emphasizes client relationship management and requires obtaining necessary industry licenses, including SAFE Act registration

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

Match Score: 85

Bank of America is seeking a Financial Solutions Advisor Registration Candidate for its Northwoods Financial Center, focusing on providing clients with personalized financial advice and solutions. The role emphasizes client relationship management and requires obtaining necessary industry licenses, including SAFE Act registration.

Skills & Requirements

Must-have

  • Client relationship cultivation
  • Financial planning and goal setting
  • Risk mitigation and control
  • Client needs assessment

Nice-to-have

  • Executive presence
  • Strong peer relationships
  • Results-driven mindset
  • Adaptability to new technology

Key Requirements

  • Aptitude in obtaining required licenses
  • SAFE Act registration requirements
  • FINRA Securities Industry Essentials (SIE) desired
  • Bachelor's degree and/or 1 year financial services/sales experience desired

Work Rights

Not specified

Tailored Resume

Cover Letter