Financial Solutions Advisor Registration Candidate- Devonshire - Reseda 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 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 needed to be 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 help deliver Bank of America's core banking, investment solutions, and client care.
• Grow and deepen relationships within a portfolio of clients, progressing into Financial Solutions Advisor Stage II.
• Advance in various roles within Bank of America and Merrill through dedicated programs, tools, and resources.

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.

Skills

• Client Experience
• Brand Management
• Sales and Marketing
• Financial Services
• Client Relationship Management
• Consultative Selling
• Client Management
• Financial Planning
• Product Knowledge
• Client Acquisition
• Client Retention
• Client Service
• Client Advocacy
• Client Engagement
• Client Feedback
• Client Satisfaction
• Client Loyalty
• Client Retention
• Client Development
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