Financial Solutions Advisor Registration Candidate - Manhattan/NJ Region

About the role

This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law.

Responsibilities

• Obtain your Securities Industry licenses (SIE, Series 7 and Series 66) through structured lessons and dedicated study time.
  • SIE within 30 days of being hired, and Series 7 & 66 within 120 days - a requirement for the role.
• Build and manage client relationships, identifying client needs and recommending solutions.
• Collaborate with core banking and investment partners to connect clients to solutions provided by Bank of America and Merrill.
• Earn recognition and support from Academy managers who are invested in your success.
• Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
• 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.

Requirements

• Aptitude in obtaining required industry licenses.
• Self-disciplined in managing time and capacity.
• Experience in cultivating client relationships, accessing needs and recommending solutions.
• Successfully created 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

• 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

Benefits

Bank of America offers a range of benefits including:

• Clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
• World-class training and on-boarding programs that set you up for success.
• One-on-one coaching from Academy managers who are invested in your success.
• Dedicated programs, tools, and resources throughout your career journey.

Pay

The pay for this role is commensurate with experience.

Schedule

Monday thru Friday, with rotating Saturdays required. Shift: 1st shift (United States of America).