Financial Solutions Advisor Registration Candidate - Utah North Market
Bank of America
Utah, USA
Client relationship cultivation
Assessing client needs
Recommending financial solutions
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 relationship cultivation
Assessing client needs
Recommending financial solutions
SAFE Act registration requirements
Results-driven mindset
Nice-to-have
Strong peer relationships
Effective communication and collaboration
Prioritizing client interests
Executive presence
Key Requirements
Aptitude in obtaining required industry licenses
FINRA Securities Industry Essentials (SIE) desired
Bachelor’s degree and/or minimum one year financial services experience
High School Diploma / GED / Secondary School or equivalent