Financial Solutions Advisor Registration Candidate - Bedford Financial Center

Bank of America (GHR)

Bedford, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
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.
  • 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.
  • We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Matching Summary

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.

Salary

Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Eligible

Skills & Requirements

Must-have

  • Client Solutions Advisory
  • Investment Management
  • Pipeline Management
  • Referral Management
  • Risk Management
  • Client Experience Branding

Nice-to-have

  • Executive Presence
  • Business Acumen
  • Strong Peer Relationships
  • Results-Driven Mindset
  • Adapt to New Technology

Key Requirements

  • Aptitude in obtaining required industry licenses
  • Currently holds FINRA Securities Industry Essentials (SIE)
  • Bachelor’s degree and/or minimum of one year financial services industry or sales experience
  • High School Diploma / GED / Secondary School or equivalent
  • SAFE Act registration requirements

Work Rights

Not specified

Tailored Resume

Cover Letter