DirectJobHub
Jobs · Consulting · Michigan

Financial Solutions Advisor Registration Candidate - Greater Michigan, MI

Bank of America · Troy, MI · 2 wk ago
ConsultingFull-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 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.
  • Provide end-to-end comprehensive advice to clients.
  • Execute multiple tasks simultaneously while maintaining a results-driven mindset and prioritizing client interests.

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's interest in a complex, fast-paced environment.
  • 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 Review/Presentation
  • Strategic Planning
  • Client Advocacy
  • Product Knowledge
  • Client Acquisition
  • Client Retention
  • Client Service
  • Client Communication
  • Client Engagement
  • Client Loyalty
  • Client Satisfaction
  • Client Feedback
  • Client Data Analysis
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship Management
  • Client Relationship

Similar jobs