Financial Solutions Advisor Registration Candidate - Cross County Financial Center
Bank of America (GHR)
Yonkers, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Financial planning and goal setting
Recommending investment strategies
Client needs assessment
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.
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.
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.
Salary
Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Eligible
Skills & Requirements
Must-have
Financial planning and goal setting
Recommending investment strategies
Client needs assessment
Risk mitigation
Client engagement and prospecting
Nice-to-have
Client experience branding
Executive presence
Business acumen
Collaboration and peer relationships
Key Requirements
Aptitude in obtaining required industry licenses
SAFE Act registration requirements
FINRA SIE certification desired
Bachelor's degree or 1 year financial services experience