Bank of America
Financial Solutions Advisor Stage II - Registration Candidate - Portland Metro
Portland · Full-time · Posted Nov 1, 2024
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides personalized financial advice and plans, recommends banking and investment solutions, and refers clients to internal partners based on their needs and asset thresholds.
What you'll do
- Builds financial plans and recommends brokerage, banking, and investment solutions aligned with clients’ goals.
- Triages client requests and refers clients to appropriate internal service providers.
- Identifies potential clients and manages risk in daily activities.
What they ask for
- High school diploma, GED, secondary school, or equivalent.
- Must obtain and maintain required SAFE Act registration, including completing the required background check and registration process.
Model-written summary · the original posting is authoritative