Financial Solutions Advisor Registration Candidate- Beverly West Market
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; FINRA.
About the role
Join us as a Financial Solutions Advisor Stage I (FSA I). Your journey begins by obtaining your Securities Industry licenses, receiving dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once licensed, you will learn foundational skills to become an advisor, including acquiring, building, and managing client relationships, and providing comprehensive advice to help clients achieve their financial goals.
Responsibilities
- Obtain required industry licenses.
- Cultivate client relationships, access needs, and recommend solutions.
- Create strong peer relationships through effective communication and collaboration.
- Execute multiple tasks simultaneously and adapt to new technology or applications.
- Build a successful career at Bank of America through world-class training and on-boarding programs.
- Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses within specified timeframes.
- Grow your business knowledge by using a defined consultative approach with 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 solutions provided by Bank of America and Merrill.
Requirements
- Aptitude in obtaining required industry licenses.
- Self-disciplined in managing time and capacity.
- Experience in cultivating client relationships, accessing needs, and recommending solutions.
- Success creating strong peer relationships through effective communication and collaboration.
- Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment.
- 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 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 about pay are not specified in the job posting.
Schedule
This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone-based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law.
Shift: 1st shift (United States of America)
Hours Per Week: 40