Financial Solutions Advisor Registration Candidate - Daniels Crossing Financial Center

About the role

This 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 your Securities Industry licenses (SIE, Series 7, Series 66) through structured lessons and dedicated study time.
  • SIE within 30 days of being hired, Series 7 & 66 within 120 days.
• Build and manage client relationships, considering a client’s complex financial picture and providing 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.

Qualifications

• Aptitude in obtaining required industry licenses.
• Self-disciplined 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.
• 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.

Skills

• Client Experience
• Brand Management
• Solution Development
• Client Relationship Management
• Pipeline Management
• Referral Management
• Client Management
• Customer and Client Focus
• Portfolio Management
• Prospecting
• Referral Identification
• Business Acumen
• Executive Presence
• Oral Communications
• Risk Management

Benefits

Bank of America offers a supportive in-office culture with specific requirements for office-based attendance, allowing for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

Pay

Details regarding pay are not specified in the job description.

Schedule

Monday through Friday, some Saturdays required. Shift: 1st shift (United States of America). Hours per week: 40.