Financial Solutions Advisor Registration Candidate- Columbia South Basin

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, Series 66)
• Manage time and capacity effectively
• Cultivate client relationships, access needs, and recommend solutions
• Create strong peer relationships through effective communication and collaboration
• Execute multiple tasks simultaneously
• 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

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

• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience (desired)
• High School Diploma / GED / Secondary School or equivalent (minimum education requirement)

Skills

• Advisory
• Account Management
• Client Experience Branding
• Customer and Client Focus
• Oral Communications
• Issue Management
• Client Solutions Advisory
• Pipeline Management
• Active Listening
• Attention to Detail
• Risk Management
• Policies, Procedures, and Guidelines
• Client Management
• Causation Analysis
• Written Communications

Benefits

Bank of America offers a range of benefits including:

• World-class training and on-boarding programs
• One-on-one coaching from Academy managers
• Defined consultative approach with clients
• Structured lessons and dedicated study time for industry licenses
• Network building opportunities with banking customers, small business owners, and higher net worth clients
• End-to-end comprehensive advice and client reviews/presentations
• Collaboration with core banking and investment partners

Pay

Details on pay are not specified in the job description.

Schedule

Monday thru Friday, some Saturdays required
Schedule Example: 8am-5pm, 9am-6pm, etc