Financial Solutions Advisor Stage II
Company: Disability Solutions
Location: Vancouver
Posted on: September 18, 2024
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Job Description:
Job Description: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.One of the keys to driving Responsible
Growth is being a great place to work for our teammates around the
world. We're devoted to being a diverse and inclusive workplace for
everyone. We hire individuals with a broad range of backgrounds and
experiences and invest heavily in our teammates and their families
by offering competitive benefits to support their physical,
emotional, and financial well-being.Bank of America believes both
in the importance of working together and offering flexibility to
our employees. We use a multi-faceted approach for flexibility,
depending on the various roles in our organization.Working at Bank
of America will give you a great career with opportunities to
learn, grow and make an impact, along with the power to make a
difference. Join us!Job Description: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, and recommending brokerage products. Job
expectations include applying and expanding knowledge by completing
required licenses and trainings. This position is subject to SAFE
Act registration requirements. Pursuant to the SAFE Act
requirements, all employees engaged in residential loan mortgage
originations must register with the federal registry system and
remain in good standing. Since this position requires SAFE Act
registration, employees are required to register and to submit to
the required SAFE Act background check and registration process.
Failure to obtain and/or maintain SAFE Act registration may result
in disciplinary action up to and including
termination.Responsibilities:
Keywords: Disability Solutions, Vancouver , Financial Solutions Advisor Stage II , Accounting, Auditing , Vancouver, Washington
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