Financial Solutions Advisor Registration Candidate - Central DFW 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 (SIE, Series 7 and Series 66)
• Build and manage client relationships
• Identify client needs and recommend appropriate solutions
• Collaborate with core banking and investment partners
• Provide end-to-end comprehensive advice and client reviews/presentations
• Grow your business by leveraging relationships with one out of two households in the U.S.

Requirements

• Aptitude in obtaining required industry licenses
• Self-disciplined in managing time and capacity
• Experience in cultivating client relationships
• 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
• Executes multiple tasks simultaneously
• Learns and adapts to new technology or applications

Qualifications

• SIE (Securities Industry Essentials)
• 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

Bank of America offers a range of benefits including:

• World-class training and on-boarding programs
• One-on-one coaching from Academy managers
• Growth in business knowledge through a consultative approach
• Opportunities to advance in various roles within Bank of America and Merrill

Pay

Details on pay are not specified in the job posting.

Schedule

Monday – Fridays and rotating Saturdays

Shift

1st shift (United States of America)

Hours Per Week

40