Financial Solutions Advisor Registration Candidate - Irvine Area

Bank of America · Irvine, CA · 1 mo ago

ConsultingFull-time

About the role

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing.

Responsibilities

Obtain your Securities Industry licenses (SIE, Series 7, Series 66) through structured lessons and dedicated study time.
Receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Learn and practice the foundational skills needed to be an advisor, including acquiring, building, and managing client relationships.
Deliver comprehensive advice, conduct client reviews/presentations, and recommend strategies to help clients achieve their financial goals.
Collaborate with core banking and investment partners to connect clients to the solutions provided by Bank of America and Merrill.
Build and deepen relationships within a portfolio of clients, progressing from Financial Solutions Advisor Stage I to Stage II.

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 with a focus on 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
Consultative Selling
Client Retention
Client Acquisition
Client Service
Client Advocacy
Client Engagement
Client Development
Client Loyalty
Client Satisfaction
Client Feedback
Client Communication
Client Support
Client Training
Client Onboarding
Client Retention Strategies
Client Relationship Management
Client Relationship Building
Client Relationship Maintenance
Client Relationship Renewal
Client Relationship Renewal Strategies
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal Tactics
Client Relationship Renewal

Financial Solutions Advisor Registration Candidate - Irvine Area

About the role

Responsibilities

Requirements

Qualifications

Skills

Similar jobs

Financial Solutions Advisor Registration Candidate - San Joaquin Valley Market

Financial Solutions Advisor Registration Candidate - Arroyo Grande Financial Center

Financial Solutions Advisor - Registration Candidate - Sierra Vista Area

Financial Solutions Advisor Registration Candidate - Oklahoma City Market

Financial Solutions Advisor Registration Candidate - Oklahoma City Market

Financial Solutions Advisor Registration Candidate - Oklahoma City Market