Financial Solutions Advisor Registration Candidate - Bay Point Financial Center

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.
  • SIE within 30 days of being hired, Series 7 & 66 within 120 days.
• Build and manage client relationships, considering a client’s complex financial picture and guiding them with advice and solutions.
• Deliver end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
• Cultivate client relationships through effective communication and collaboration, starting at a financial center and interacting with banking customers, small business owners, and higher net worth clients.
• Collaborate with core banking and investment partners to connect clients to the solutions provided by Bank of America and Merrill to meet their financial needs.

Requirements

• Aptitude in obtaining required industry licenses.
• Self-disciplined in managing time and capacity.
• Experience in cultivating client relationships, accessing needs and recommending solutions.
• Demonstrates 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
• 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

Benefits

The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.

Pay

Details about pay are not specified in the job description.

Schedule

Monday thru Friday, some Saturdays required
Shift: 1st shift (United States of America)
Hours Per Week: 40