Financial Solutions Advisor Registration Candidate- CA Coastal Market

About the role

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 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 required industry licenses, including Securities Industry Essentials (SIE), Series 7, and Series 66 within specified timeframes.
• Cultivate client relationships, access client needs, and recommend solutions.
• Create strong peer relationships through effective communication and collaboration.
• Execute multiple tasks simultaneously and demonstrate a results-driven mindset while prioritizing client interests in a complex, fast-paced environment.
• Learns and adapts to new technology or applications.
• Build a successful career at Bank of America through world-class training and on-boarding programs.
• Grow business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
• 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 to meet virtually all 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.
• 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

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Pay

Commensurate with experience.

Schedule

Monday – Fridays and rotating Saturdays