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Jobs · Information Technology · California

Financial Solutions Advisor Registration Candidate - Diablo Market

Bank of America · Pleasant Hill, 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 and client reviews/presentations with confidence, recommending 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.
  • Train and grow your business knowledge using a defined consultative approach to systematically identify client needs and appropriate solutions.
  • Work in a financial center, interacting with banking customers, small business owners, and higher net worth clients.

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 while 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 Development
  • Client Engagement
  • Client Advocacy
  • Client Loyalty
  • Client Satisfaction
  • Client Feedback
  • Client Communication
  • Client Relationship Building
  • Client Relationship Maintenance
  • Client Relationship Management
  • Client Relationship Strategy
  • Client Relationship Development
  • Client Relationship Analysis
  • Client Relationship Assessment
  • Client Relationship Improvement
  • Client Relationship Enhancement
  • Client Relationship Optimization
  • Client Relationship Management System (CRMS)
  • Client Relationship Management Software (CRM)
  • Client Relationship Management Platform (CRMP)
  • Client Relationship Management Tool (CRT)
  • Client Relationship Management Application (CRA)
  • Client Relationship Management Platform (CRMP)
  • Client Relationship Management System (CRMS)
  • Client Relationship Management Software (CRM)
  • Client Relationship Management Tool (CRT)
  • Client Relationship Management Application (CRA)
  • Client Relationship Management System (CRMS)
  • Client Relationship Management Software (CRM)
  • Client Relationship Management Tool (CRT)
  • Client Relationship Management Application (CRA)
  • Client Relationship Management System (CRMS)
  • Client Relationship Management Software (CRM)
  • Client Relationship Management Tool (CRT)
  • Client Relationship Management Application (CRA)
  • Client Relationship Management System (CRMS)
  • Client Relationship Management Software (CRM)
  • Client Relationship Management Tool (CRT)
  • Client Relationship Management Application (CRA)
  • Client Relationship Management System (CRMS)
  • Client Relationship Management Software (CRM)
  • Client Relationship Management Tool (CRT)
  • Client Relationship Management Application (CRA)
  • Client Relationship Management System (CRMS)
  • Client Relationship Management Software (CRM)
  • Client Relationship Management Tool (CRT)
  • Client Relationship Management Application (CRA)
  • Client Relationship Management System (CRMS)
  • Client Relationship Management Software (CRM)
  • Client Relationship Management Tool (CRT)
  • Client Relationship Management Application (CRA)
  • Client Relationship Management System (CRMS)
  • Client Relationship Management Software (CRM)
  • Client Relationship Management Tool (CRT)
  • Client Relationship Management Application (CRA)
  • Client Relationship Management System (CRMS)
  • Client Relationship Management Software (CRM)
  • Client Relationship Management Tool (CRT)
  • Client Relationship Management Application (CRA)
  • Client Relationship Management System (CRMS)
  • Client Relationship Management Software (CRM)
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  • Client Relationship Management Application (CRA)
  • Client Relationship Management System (CRMS)
  • Client Relationship Management Software (CRM)
  • Client Relationship Management Tool (CRT)
  • Client Relationship Management Application (CRA)
  • Client Relationship Management System (CRMS)
  • Client Relationship Management Software (CRM)
  • Client Relationship Management Tool (CRT)
  • Client Relationship Management Application (CRA)
  • Client Relationship Management System (CRMS)
  • Client Relationship Management Software (CRM)
  • Client Relationship Management Tool (CRT)
  • Client Relationship Management Application (CRA)
  • Client Relationship Management System (CRMS)
  • Client Relationship Management Software (CRM)
  • Client Relationship Management Tool (CRT)
  • Client Relationship Management Application (CRA)
  • Client Relationship Management System (CRMS)
  • Client Relationship Management Software (CRM)
  • Client Relationship Management Tool (CRT)
  • Client Relationship Management Application (CRA)
  • Client Relationship Management System (CRMS)
  • Client Relationship Management Software (CRM)
  • Client Relationship Management Tool (CRT)
  • Client Relationship Management Application (CRA)
  • Client Relationship Management System (CRMS)
  • Client Relationship Management Software (CRM)
  • Client Relationship Management Tool (CRT)
  • Client Relationship Management Application (CRA)
  • Client Relationship Management System (CRMS)
  • Client Relationship Management Software (CRM)
  • Client Relationship Management Tool (CRT)
  • Client Relationship Management Application (CRA)
  • Client Relationship Management System (CRMS)
  • Client Relationship Management Software (CRM)
  • Client Relationship Management Tool (CRT)
  • Client Relationship Management Application (CRA)
  • Client Relationship Management System (CRMS)
  • Client Relationship Management Software (CRM)
  • Client Relationship Management Tool (CRT)
  • Client Relationship Management Application (CRA)
  • Client Relationship Management System (CRMS)
  • Client Relationship Management Software (CRM)
  • Client Relationship Management Tool (CRT)
  • Client Relationship Management Application (CRA)
  • Client Relationship Management System (CRMS)
  • Client Relationship Management Software (CRM)
  • Client Relationship Management Tool (CRT)
  • Client Relationship Management Application (CRA)
  • Client Relationship Management System (CRMS)
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  • Client Relationship Management Application (CRA)
  • Client Relationship Management System (CRMS)
  • Client Relationship Management Software (CRM)
  • Client Relationship Management Tool (CRT)
  • Client Relationship Management Application (CRA)
  • Client Relationship Management System (CRMS)
  • Client Relationship Management Software (CRM)
  • Client Relationship Management Tool (CRT)
  • Client Relationship Management Application (CRA)
  • Client Relationship Management System (CRMS)
  • Client Relationship Management Software (CRM)
  • Client Relationship Management Tool (CRT)
  • Client Relationship Management Application (CRA)
  • Client Relationship Management System (CRMS)
  • Client Relationship Management Software (CRM)
  • Client Relationship Management Tool (CRT)
  • Client Relationship Management Application (CRA)
  • Client Relationship Management System (CRMS)
  • Client Relationship Management Software (CRM)
  • Client Relationship Management Tool (CRT)
  • Client Relationship Management Application (CRA)
  • Client Relationship Management System (CRMS)
  • Client Relationship Management Software (CRM)
  • Client Relationship Management Tool (CRT)
  • Client Relationship Management Application (CRA)
  • Client Relationship Management System (CRMS)
  • Client Relationship Management Software (CRM)
  • Client Relationship Management Tool (CRT)
  • Client Relationship Management Application (CRA)
  • Client Relationship Management System (CRMS)
  • Client Relationship Management Software (CRM)
  • Client Relationship Management Tool (CRT)
  • Client Relationship Management Application (CRA)
  • Client Relationship Management System (CRMS)
  • Client Relationship Management Software (CRM)
  • Client Relationship Management Tool (CRT)
  • Client Relationship Management Application (CRA)
  • Client Relationship Management System (CRMS)
  • Client Relationship Management Software (CRM)
  • Client Relationship Management Tool (CRT)
  • Client Relationship Management Application (CRA)
  • Client Relationship Management System (CRMS)
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  • Client Relationship Management Software (CRM)
  • Client Relationship Management Tool (CRT)
  • Client Relationship Management Application (CRA)
  • Client Relationship Management System (CRMS)
  • Client Relationship Management Software (CRM)
  • Client Relationship Management Tool (CRT)
  • Client Relationship Management Application (CRA)
  • Client Relationship Management System (CRMS)
  • Client Relationship Management Software (CRM)
  • Client Relationship Management Tool (CRT)
  • Client Relationship Management Application (CRA)
  • Client Relationship Management System (CRMS)
  • Client Relationship Management Software (CRM)
  • Client Relationship Management Tool (CRT)
  • Client Relationship Management Application (CRA)
  • Client Relationship Management System (CRMS)
  • Client Relationship Management Software (CRM)
  • Client

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