Financial Solutions Advisor Registration Candidate - Antioch Financial Center
Job Description
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC, Safe Act/Loan Originators and FINRA.
About the Role
Join Bank of America and embark on a journey to help make financial lives better through the power of every connection. We are committed to fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career, and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive, and flexible benefits.
Responsibilities
- Obtain Securities Industry licenses through dedicated and personalized classes for SIE, Series 7, and Series 66 Exams.
- Learn and practice foundational skills to become an advisor, including acquiring, building, and managing client relationships, and guiding clients with advice and solutions.
- Work in a financial center to deliver Bank of America's core banking, investment solutions, and client care.
- Earn SIE, Series 7, and Series 66 licenses within specified timeframes.
- Build a network by interacting with banking customers, small business owners, and higher net worth clients.
- Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
- Collaborate with core banking and investment partners to connect clients to the solutions provided by Bank of America and Merrill.
Requirements
- Aptitude in obtaining required industry licenses.
- Self-discipline in managing time and capacity.
- Experience in cultivating client relationships, accessing needs, and recommending solutions.
- Strong peer relationships through effective communication and collaboration.
- Results-driven mindset prioritizing client interests in a complex, fast-paced environment.
- Ability to execute multiple tasks simultaneously.
- Learns and adapts to new technology or applications.
Qualifications
- Currently holds FINRA Securities Industry Essentials (SIE)
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
Skills
- Client Experience Branding
- Client Solutions Advisory
- Investment Management
- Pipeline Management
- Referral Management
- Client Management
- Customer and Client Focus
- Portfolio Management
- Prospecting
- Referral Identification
- Business Acumen
- Executive Presence
- Oral Communications
- Risk Management
- Trading
Benefits
We'll help you build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. Get training and one-on-one coaching from Academy managers who are invested in your success. Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. Earn your Security Industry Essentials (SIE), Series 7, and Series 66 licenses (63 & 65 accepted, in lieu of 66) through structured lessons and dedicated study time. Build your network by starting at a financial center and interacting with banking customers, small business owners, and higher net worth clients alike. Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. Collaborate with core banking and investment partners to connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
Pay
Details on pay are not specified in the job posting.
Schedule
Monday – Fridays and rotating Saturdays
1st shift (United States of America)
Hours Per Week: 40