Financial Solutions Advisor Registration Candidate- Centre Pointe Financial Center

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 and maintain Securities Industry licenses (SIE, Series 7, Series 66) through structured lessons and dedicated study time.
• Build and manage client relationships, considering clients' complex financial pictures and guiding them with advice and solutions.
• Deliver end-to-end comprehensive advice, conduct client reviews/presentations, 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 advice across various financial needs, including banking, investment solutions, and client care.
• Grow your business by leveraging relationships with one out of two households in the U.S., interacting with banking customers, small business owners, and higher net worth clients.
• Leverage existing relationships and networks to expand your client base.

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 ability to create 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.

Skills

• Client Experience
• Brand Management
• Sales and Marketing
• Financial Services
• Client Relationship Management
• Consultation and Advice
• Technology and Applications
• Communication and Collaboration
• Adaptability and Learning

Benefits

Bank of America offers a range of benefits designed to support the health, wellness, and financial security of our teammates. These benefits include:

• Competitive compensation and benefits package
• Flexible work arrangements
• Health and wellness programs
• Retirement savings plans
• Professional development opportunities

Pay

Compensation for this role is commensurate with experience and qualifications.

Schedule

This position is full-time and works Monday through Friday, with rotating Saturdays.