Financial Solutions Advisor - Branford
1 month ago

At Bank of America we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients teammates communities and shareholders every day.
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals Key responsibilities include triaging client leads making referrals to business partners based on client needs and asset thresholds meeting with clients to review financial and investment goals building a financial plan recommending brokerage products Job expectations include applying expanding knowledge by completing required licenses trainings Pursuant SAFE Act registration requirements all employees engaged in residential loan mortgage originations must register federal registry system remain good standing Failure obtain maintain SAFE Act registration may result disciplinary action up termination
Job description
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