Financial Solutions Advisor Registration Candidate - Diablo Market

Bank of America · Martinez, CA · 2 wk ago

Information TechnologyFull-time

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.
Build and manage client relationships, considering a client's complex financial picture and guiding them with advice and solutions.
Deliver comprehensive advice, 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 solutions provided by Bank of America and Merrill.
Train at a financial center and potentially work in a phone-based capacity before moving to a physical location within a reasonable commuting distance.

Requirements

Aptitude in obtaining required industry licenses.
Self-disciplined in managing time and capacity.
Experience in cultivating client relationships, accessing needs, and recommending solutions.
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.

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 Advocacy
Client Retention
Client Acquisition
Client Onboarding
Client Service
Client Engagement
Client Satisfaction
Client Loyalty
Client Feedback
Client Communication
Client Relationship Building
Client Relationship Maintenance
Client Relationship Management
Client Relationship Development
Client Relationship Strategy
Client Relationship Planning
Client Relationship Analysis
Client Relationship Assessment
Client Relationship Evaluation
Client Relationship Improvement
Client Relationship Optimization
Client Relationship Enhancement
Client Relationship Reinforcement
Client Relationship Reinvention
Client Relationship Renewal
Client Relationship Restoration
Client Relationship Recovery
Client Relationship Rebuilding
Client Relationship Rejuvenation
Client Relationship Revitalization
Client Relationship Revival
Client Relationship Reinvigoration
Client Relationship Rejuvenation
Client Relationship Reinvigoration
Client Relationship Rejuvenation
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Financial Solutions Advisor Registration Candidate - Diablo Market

About the role

Responsibilities

Requirements

Qualifications

Skills

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