Financial Solutions Advisor Registration Candidate- Gateway Cities Market- Bilingual Spanish Required

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 providing 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 the solutions provided by Bank of America and Merrill.
• Train and develop in the Academy, receiving dedicated programs, tools, and resources throughout your career journey.

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.
• Demonstrated 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 preferred.

Skills

• Client Experience
• Brand Management
• Sales and Marketing
• Financial Services
• Client Relationship Management
• Consultation and Problem Solving
• Communication and Collaboration
• Technology and Application Knowledge

Benefits

Bank of America offers a supportive in-office culture with specific requirements for office-based attendance, allowing for an appropriate level of flexibility based on role-specific considerations.

Pay

Details on pay are not specified in the job description.

Schedule

This position is open for the entire market and the specific Financial Center location will be based on business needs. The schedule is Monday – Fridays and rotating Saturdays.