In-office with flexibility based on role-specific considerations.
Client financial planning and goal setting
Triage client leads and referrals
Risk mitigation and control
Bank of America is seeking a Financial Solutions Advisor Registration Candidate for the suburban Philadelphia market, responsible for providing tailored financial advice and solutions to clients. The role emphasizes client relationship management, compliance with SAFE Act registration, and a commitment to professional development within an inclusive work culture
Job Summary
This role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.
Employees must be willing to obtain required industry licenses and complete necessary trainings to succeed in this position.
The position involves triaging client requests, making referrals based on asset thresholds, and mitigating risk during daily activities.
Matching Summary
Match Score: 85
Bank of America is seeking a Financial Solutions Advisor Registration Candidate for the suburban Philadelphia market, responsible for providing tailored financial advice and solutions to clients. The role emphasizes client relationship management, compliance with SAFE Act registration, and a commitment to professional development within an inclusive work culture.
Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
Client financial planning and goal setting
Triage client leads and referrals
Risk mitigation and control
Prospecting new clients
Self-disciplined time management
Nice-to-have
Strong peer relationship building
Results-driven mindset
Adaptability to new technology
Effective oral communication skills
Executive presence
Key Requirements
Aptitude for obtaining required industry licenses
SAFE Act registration and background check compliance
High School Diploma or GED equivalent
Experience in cultivating client relationships
One year of financial services or sales experience (desired)