Financial Solutions Advisor - Registration Candidate - Northeast Houston Area

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 and 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.
• Teach the foundational skills needed to be an advisor, including acquiring, building, and managing client relationships.
• Deliver advice and solutions 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 and deliver client reviews/presentations with confidence.
• Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
• Build a network by interacting with banking customers, small business owners, and higher net worth clients.
• Work in a financial center to help deliver Bank of America's core banking, investment solutions, and approach to client care.
• Participate in dedicated programs, tools, and resources provided by the Academy to support your career journey.

Requirements

• Aptitude in obtaining required industry licenses.
• Self-disciplined in managing time and capacity.
• Experience in cultivating client relationships, accessing needs, and recommending solutions.
• Strong peer relationships through effective communication and collaboration.
• 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.
• Spanish speaking skills.

Skills

• Client Experience
• Brand Management
• Solution Development
• Advisory Services
• Client Relationship Management
• Technology Adaptation

Benefits

World-class training and on-boarding programs that set you up for success.

Pay

Details on pay are not specified in the job description.

Schedule

Monday – Fridays and rotating Saturdays.