Financial Solutions Advisor Registration Candidate - Hidden Valley Financial Center

About the role

The position requires SAFE Act registration and compliance with federal registry systems. Employees must register and pass the required SAFE Act background check and registration process. Failure to do so may result in immediate termination.

Responsibilities

• Obtain Securities Industry licenses (SIE, Series 7, Series 66)
• Receive dedicated and personalized classes for SIE, Series 7 and Series 66 exams
• Learn foundational skills for becoming an advisor, including acquiring, building, and managing client relationships
• Deliver comprehensive advice and solutions to help clients achieve their financial goals
• Collaborate with core banking and investment partners to connect clients with solutions
• Grow and deepen relationships within a portfolio of clients
• Advance in various roles within Bank of America and Merrill

Requirements

• Aptitude in obtaining required industry licenses
• Self-discipline in managing time and capacity
• Experience in cultivating client relationships and recommending solutions
• Strong peer relationships through effective communication and collaboration
• Results-driven mindset with a focus on client interests
• 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 Branding
• Client Solutions Advisory
• Investment Management
• Pipeline Management
• Referral Management
• Client Management
• Customer and Client Focus
• Portfolio Management
• Prospecting
• Referral Identification
• Business Acumen
• Executive Presence
• Oral Communications
• Risk Management
• Trading

Benefits

Bank of America offers world-class training and on-boarding programs, dedicated manager coaching, growth in business knowledge, and access to a wide network of banking customers, small business owners, and higher net worth clients.

Pay

Details on pay are not specified in the job posting.

Schedule

Monday – Fridays and rotating Saturdays. Hours per week: 40.