Financial Solutions Advisor Registration Candidate Bronx Parkchester Branch
Overview
Bank of America seeks a Financial Solutions Advisor Registration Candidate to deliver responsible growth and support clients through tailored financial guidance. This role drives client success by building personalized plans and fostering inclusive teamwork. Opportunities exist to develop talent and enhance community impact. Join us to shape a resilient workforce and meaningful contributions.
What You'll Do11
- 1Build financial plans using brokerage products to meet short and long-term client goals
- 2Recommend banking and investment strategies aligned with client objectives
- 3Triaging client requests and referring to internal partners based on needs
- 4Mitigate risks during daily operations
- 5Identify and engage new clients via referrals or existing clientele
- 6Maintain compliance with SAFE Act registration requirements
- 7Perform background checks as mandated by residential mortgage regulations
- 8Execute multiple tasks under tight deadlines
- 9Adapt to emerging technologies and applications
- 10Develop strong peer relationships through effective communication
- 11Demonstrate results-driven focus prioritizing client interests
Requirements8
- 1Aptitude for securing industry licenses
- 2Self-discipline in time management
- 3Experience cultivating client relationships and recommending solutions
- 4Ability to create peer connections through communication
- 5Results-oriented mindset in fast-paced settings
- 6High school diploma or equivalent
- 7One year financial services or sales experience
- 8Availability for Monday Friday shifts with Saturday rotations
Salary Insight
Salary not disclosed in listing
Location
Required Skills
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