Bank of America
Financial Solutions Advisor Stage II - Registration Candidate (Evergreen)
$70K–$80K
Mercer Island · Full-time · Posted Oct 21, 2024
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides financial advice and customized plans, recommends brokerage and banking solutions, and connects clients with appropriate internal partners to help meet their financial goals.
What you'll do
- Build financial plans and recommend banking and investment strategies aligned with clients’ goals.
- Triage client requests and refer them to appropriate internal service providers based on needs and asset thresholds.
- Identify prospective clients, manage risk, and coach referral partners on client needs and potential solutions.
What they ask for
- High School Diploma / GED / Secondary School or equivalent
- Obtain and maintain required SAFE Act registration, including the required background check and registration process.
Pay
$70,000.00 - $80,000.00 annualized salary (base salary)
Model-written summary · the original posting is authoritative