Financial Solutions Advisor Registration Candidate- Central LA Market

Bank of America · San Jose, California, United States · 2 wk ago

Information TechnologyFull-time

About the role

The 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 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 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.
Provide end-to-end comprehensive advice and work with clients 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.
Strong peer relationships through effective communication and collaboration.
Results-driven mindset, prioritizing client interests in a complex, fast-paced environment.
Ability to execute 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
Financial Services
Client Relationship Management
Consultative Selling
Client Retention
Client Acquisition
Client Service
Client Development
Client Advocacy
Client Engagement
Client Loyalty
Client Satisfaction
Client Feedback
Client Communication
Client Support
Client Training
Client Coaching
Client Analytics
Client Insights
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Financial Solutions Advisor Registration Candidate- Central LA Market

About the role

Responsibilities

Requirements

Qualifications

Skills

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