Financial Solutions Advisor Registration Candidate- Gateway Cities Market

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, consider complex financial pictures, and guide clients with advice and solutions.
• Deliver client reviews/presentations with confidence 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 location within a reasonable commuting distance of your home.

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's 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
• Client Relationship Management
• Financial Planning and Analysis
• Consultative Selling
• Client Communication
• Product Knowledge
• Technical Proficiency

Benefits

• World-class training and on-boarding programs.
• One-on-one coaching from Academy managers.
• Defined consultative approach with clients.
• Access to a wide network of banking customers, small business owners, and higher net worth clients.
• Opportunities to advance in various roles within Bank of America and Merrill.

Pay

Details regarding pay are not specified in the job description.

Schedule

This position operates on a Monday-Friday schedule with rotating Saturdays. Specific Financial Center locations will be determined based on business needs.