Financial Solutions Advisor Registration Candidate - Northwoods Financial Center

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. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

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
  • Series 7 & 66 within 120 Days
• Build your 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.
• Cultivate client relationships, access needs and recommend solutions.
• Collaborate with core banking and investment partners to connect clients to the solutions provided by Bank of America and Merrill to meet virtually all their financial needs.

Qualifications

• 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.

Skills

• Client Experience
• Brand Management
• 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

• World-class training and on-boarding programs
• One-on-one coaching from Academy managers
• Growth in business knowledge through a consultative approach
• Access to dedicated programs, tools, and resources throughout your career journey

Pay

Details regarding pay are not specified in the job description.

Schedule

Monday – Fridays and rotating Saturdays

Shift

1st shift (United States of America)

Hours Per Week

40