Financial Solutions Advisor Registration Candidate - Fairfield/Concord Area

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 this 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.
• Develop and manage client relationships, considering clients' complex financial pictures and guiding them with 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.
• Train and grow your business knowledge by using a consultative approach to identify client needs and appropriate solutions.
• Build your network by 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 ability to create strong peer relationships through effective communication and collaboration.
• A results-driven mindset while prioritizing clients' 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
• Consultation
• Communication
• Technology

Benefits

Bank of America offers a range of benefits including:

• Competitive compensation and benefits package.
• Flexible work arrangements.
• Training and onboarding programs.
• Opportunities for career advancement.

Pay

Compensation is commensurate with experience.

Schedule

Monday – Friday, rotating Saturdays.