Financial Solutions Advisor Registration Candidate - Barry Road at Zona Rosa, Greater KC

About the role

This position is subject to SAFE Act registration requirements. Pursuant to these requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be 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 your immediate termination.

Responsibilities

• Obtain your Securities Industry licenses (SIE, Series 7, Series 66) through structured lessons and dedicated study time.
• Build and manage client relationships, considering a client's complex financial picture and providing advice and solutions.
• Deliver end-to-end comprehensive advice, client reviews/presentations, 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.
• Provide training and one-on-one coaching from Academy managers to support your career growth.
• Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.

Requirements

• Aptitude in obtaining required industry licenses.
• Self-disciplined in managing time and capacity.
• Experience in cultivating client relationships, accessing needs, and recommending solutions.
• Strong peer relationships through effective communication and collaboration.
• A results-driven mindset while prioritizing client's interest in a complex, fast-paced environment.
• Executes 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
• Brand Management
• Sales and Marketing
• Client Relationship Management
• Financial Planning and Analysis
• Strategic Planning
• Project Management
• Team Leadership
• Financial Services
• Client Service
• Financial Advice
• Financial Planning
• Financial Services Sales
• Financial Services Marketing
• Financial Services Management
• Financial Services Consulting
• Financial Services Strategy
• Financial Services Operations
• Financial Services Technology
• Financial Services Compliance
• Financial Services Risk Management
• Financial Services Regulation
• Financial Services Ethics
• Financial Services Law
• Financial Services Economics
• Financial Services Psychology
• Financial Services Communication
• Financial Services Analytics
• Financial Services Data Science
• Financial Services Artificial Intelligence
• Financial Services Blockchain
• Financial Services Cryptocurrency
• Financial Services Tokenization
• Financial Services Decentralized Finance
• Financial Services Stablecoins
• Financial Services DeFi
• Financial Services NFTs
• Financial Services Web3
• Financial Services Metaverse
• Financial Services Virtual Reality
• Financial Services Augmented Reality
• Financial Services Mixed Reality
• Financial Services Extended Reality
• Financial Services Cybersecurity
• Financial Services Fraud Prevention
• Financial Services Identity Verification
• Financial Services Biometrics
• Financial Services Facial Recognition
• Financial Services Voice Recognition
• Financial Services Behavioral Biometrics
• Financial Services Smart Contracts
• Financial Services Tokenomics
• Financial Services Token Economics
• Financial Services Token Standards
• Financial Services Token Utility
• Financial Services Token Governance
• Financial Services Token Distribution
• Financial Services Token Staking
• Financial Services Token Mining
• Financial Services Token Trading
• Financial Services Token Liquidity
• Financial Services Token Arbitrage
• Financial Services Token Swaps
• Financial Services Token Mints
• Financial Services Token Burns
• Financial Services Token Splitting
• Financial Services Token Dividends
• Financial Services Token Voting
• Financial Services Token Governance Tokens
• Financial Services Token Utility Tokens
• Financial Services Token Security Tokens
• Financial Services Token Commodity Tokens
• Financial Services Token Crypto Tokens
• Financial Services Token Non-Fungible Tokens
• Financial Services Token Fungible Tokens
• Financial Services Token Stable Tokens
• Financial Services Token Stablecoins
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• Financial Services Token Stablecoin Token Crypto Tokens
• Financial Services Token Stable