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Jobs · Consulting · California

Financial Solutions Advisor Registration Candidate - Central OC Market

Bank of America · Westminster, CA · 2 days ago
ConsultingFull-time

About the role

The position is subject to SAFE Act registration requirements. Employees must register with the federal registry system and remain in good standing. Failure to obtain and/or maintain SAFE Act registration may result in immediate termination.

Responsibilities

  • Obtain Securities Industry licenses (SIE, Series 7, Series 66) through structured lessons and dedicated study time.
  • Receive dedicated and personalized classes for SIE, Series 7, and Series 66 exams.
  • Teach foundational skills for becoming an advisor, including acquiring, building, and managing client relationships.
  • Guide clients with advice and solutions to help them live their best financial lives, humanizing financial interactions.
  • Work in a financial center to deliver Bank of America's core banking, investment solutions, and client care.
  • Grow and deepen relationships within a portfolio of clients, progressing to Financial Solutions Advisor Stage II.
  • Build a network by interacting with banking customers, small business owners, and higher net worth 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-discipline in managing time and capacity.
  • Experience in cultivating client relationships, accessing needs, and recommending solutions.
  • Strong peer relationships through effective communication and collaboration.
  • A 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 preferred.

Skills

  • Client Experience
  • Brand Management
  • Sales and Marketing
  • Financial Services
  • Client Relationship Management
  • Consultative Selling
  • Client Retention
  • Client Acquisition
  • Client Service
  • Client Onboarding
  • Client Engagement
  • Client Advocacy
  • Client Satisfaction
  • Client Loyalty
  • Client Feedback
  • Client Communication
  • Client Data Analysis
  • Client Relationship Building
  • Client Relationship Management
  • Client Relationship Development
  • Client Relationship Maintenance
  • Client Relationship Renewal
  • Client Relationship Optimization
  • Client Relationship Strategy
  • Client Relationship Planning
  • Client Relationship Implementation
  • Client Relationship Monitoring
  • Client Relationship Evaluation
  • Client Relationship Improvement
  • Client Relationship Enhancement
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