Financial Solutions Advisor Registration Candidate - Kansas Market

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 required industry licenses (SIE, Series 7, Series 66)
• Receive dedicated and personalized classes for SIE, Series 7 and Series 66 Exams
• Teach foundational skills needed to be an advisor, including acquiring, building, and managing client relationships
• Guide clients with advice and solutions to help them live their best financial lives
• Humanize financial interactions
• Work in a financial center to help deliver Bank of America’s core banking, investment solutions, and client care
• Earn SIE within 30 days of being hired, and Series 7 & 66 within 120 days
• Build a network by interacting with banking customers, small business owners, and higher net worth clients
• Provide end-to-end comprehensive advice, 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

Requirements

• Aptitude in obtaining required industry licenses
• Self-disciplined in managing time and capacity
• Experience in cultivating client relationships, accessing needs, and recommending solutions
• Success creating strong peer relationships through effective communication and collaboration
• Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment
• Executes multiple tasks simultaneously
• Learns and adapts to new technology or applications

Qualifications

• SIE (Securities Industry Essentials)
• 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 a culture of caring and an inclusive workplace where every teammate has the opportunity to succeed, build a career, and contribute to the company's success. We provide an appropriate level of flexibility based on role-specific responsibilities and business needs.

Pay

Details on pay are not specified in the job description.

Schedule

Monday – Fridays and rotating Saturdays