Financial Solutions Advisor Registration Candidate- Country Club

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 your Securities Industry licenses (SIE, Series 7 and Series 66) through structured lessons and dedicated study time. Must obtain SIE within 30 days of being hired and Series 7 & 66 within 120 days - a requirement for the role.
• Build and manage client relationships, consider a client's complex financial picture, and guide them with advice and solutions.
• Work in a financial center to deliver Bank of America’s core banking, investment solutions, and client care.
• Grow your 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.
• Creating strong peer relationships through effective communication and collaboration.
• Demonstrating a results-driven mindset while prioritizing client's interests in a complex, fast-paced environment.
• Executing multiple tasks simultaneously.
• 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 preferred.

Skills

• Advisory Account Management
• Client Experience
• Brand Management
• Customer and Client Focus
• Oral Communications
• Issue Management
• Client Solutions
• 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
• Growth in business knowledge through a consultative approach
• Opportunities to advance in various roles within Bank of America and Merrill

Pay

Details regarding pay are not specified in the job description.

Schedule

Monday through Friday, some Saturdays required. Schedule example: 8am-5pm, 9am-6pm, etc.