Financial Solutions Advisor Registration Candidate - Palm Desert Financial Center

Bank of America · Palm Desert, CA · 3 wk ago

Information TechnologyFull-time

About the role

This position is subject to SAFE Act registration requirements. Pursuant to these 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, Series 66) through structured lessons and dedicated study time.
Build and manage client relationships, considering a client's complex financial picture and providing advice and solutions.
Deliver end-to-end comprehensive advice, client reviews/presentations, 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.
Work in a financial center, interacting with banking customers, small business owners, and higher net worth clients.

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 peer relationships through effective communication and collaboration.
A results-driven mindset prioritizing 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.

Skills

Client Experience
Brand Management
Sales and Marketing
Financial Services
Client Relationship Management
Consultative Selling
Client Management
Financial Planning
Client Retention
Client Acquisition
Client Service
Client Onboarding
Client Engagement
Client Communication
Client Feedback
Client Satisfaction
Client Loyalty
Client Retention Strategies
Client Retention Programs
Client Retention Metrics
Client Retention Analysis
Client Retention Reporting
Client Retention Training
Client Retention Coaching
Client Retention Consulting
Client Retention Strategy Development
Client Retention Strategy Implementation
Client Retention Strategy Evaluation
Client Retention Strategy Optimization
Client Retention Strategy Innovation
Client Retention Strategy Adaptation
Client Retention Strategy Flexibility
Client Retention Strategy Agility
Client Retention Strategy Flexibility
Client Retention Strategy Agility
Client Retention Strategy Adaptability
Client Retention Strategy Innovation
Client Retention Strategy Flexibility
Client Retention Strategy Agility
Client Retention Strategy Adaptability
Client Retention Strategy Innovation
Client Retention Strategy Flexibility
Client Retention Strategy Agility
Client Retention Strategy Adaptability
Client Retention Strategy Innovation
Client Retention Strategy Flexibility
Client Retention Strategy Agility
Client Retention Strategy Adaptability
Client Retention Strategy Innovation
Client Retention Strategy Flexibility
Client Retention Strategy Agility
Client Retention Strategy Adaptability
Client Retention Strategy Innovation
Client Retention Strategy Flexibility
Client Retention Strategy Agility
Client Retention Strategy Adaptability
Client Retention Strategy Innovation
Client Retention Strategy Flexibility
Client Retention Strategy Agility
Client Retention Strategy Adaptability
Client Retention Strategy Innovation
Client Retention Strategy Flexibility
Client Retention Strategy Agility
Client Retention Strategy Adaptability
Client Retention Strategy Innovation
Client Retention Strategy Flexibility
Client Retention Strategy Agility
Client Retention Strategy Adaptability
Client Retention Strategy Innovation
Client Retention Strategy Flexibility
Client Retention Strategy Agility
Client Retention Strategy Adaptability
Client Retention Strategy Innovation
Client Retention Strategy Flexibility
Client Retention Strategy Agility
Client Retention Strategy Adaptability
Client Retention Strategy Innovation
Client Retention Strategy Flexibility
Client Retention Strategy Agility
Client Retention Strategy Adaptability
Client Retention Strategy Innovation
Client Retention Strategy Flexibility
Client Retention Strategy Agility
Client Retention Strategy Adaptability
Client Retention Strategy Innovation
Client Retention Strategy Flexibility
Client Retention Strategy Agility
Client Retention Strategy Adaptability
Client Retention Strategy Innovation
Client Retention Strategy Flexibility
Client Retention Strategy Agility
Client Retention Strategy Adaptability
Client Retention Strategy Innovation
Client Retention Strategy Flexibility
Client Retention Strategy Agility
Client Retention Strategy Adaptability
Client Retention Strategy Innovation
Client Retention Strategy Flexibility
Client Retention Strategy Agility
Client Retention Strategy Adaptability
Client Retention Strategy Innovation
Client Retention Strategy Flexibility
Client Retention Strategy Agility
Client Retention Strategy Adaptability
Client Retention Strategy Innovation
Client Retention Strategy Flexibility
Client Retention Strategy Agility
Client Retention Strategy Adaptability
Client Retention Strategy Innovation
Client Retention Strategy Flexibility
Client Retention Strategy Agility
Client Retention Strategy Adaptability
Client Retention Strategy Innovation
Client Retention Strategy Flexibility
Client Retention Strategy Agility
Client Retention Strategy Adaptability
Client Retention Strategy Innovation
Client Retention Strategy Flexibility
Client Retention Strategy Agility
Client Retention Strategy Adaptability
Client Retention Strategy Innovation
Client Retention Strategy Flexibility
Client Retention Strategy Agility
Client Retention Strategy Adaptability
Client Retention Strategy Innovation
Client Retention Strategy Flexibility
Client Retention Strategy Agility
Client Retention Strategy Adaptability
Client Retention Strategy Innovation
Client Retention Strategy Flexibility
Client Retention Strategy Agility
Client Retention Strategy Adaptability
Client Retention Strategy Innovation
Client Retention Strategy Flexibility
Client Retention Strategy Agility
Client Retention Strategy Adaptability
Client Retention Strategy Innovation
Client Retention Strategy Flexibility
Client Retention Strategy Agility
Client Retention Strategy Adaptability
Client Retention Strategy Innovation
Client Retention Strategy Flexibility
Client Retention Strategy Agility
Client Retention Strategy Adaptability
Client Retention Strategy Innovation
Client Retention Strategy Flexibility
Client Retention Strategy Agility
Client Retention Strategy Adaptability
Client Retention Strategy Innovation
Client Retention Strategy Flexibility
Client Retention Strategy Agility
Client Retention Strategy Adaptability
Client Retention Strategy Innovation
Client Retention Strategy Flexibility
Client Retention Strategy Agility
Client Retention Strategy Adaptability
Client Retention Strategy Innovation
Client Retention Strategy Flexibility
Client Retention Strategy Agility
Client Retention Strategy Adaptability
Client Retention Strategy Innovation
Client Retention Strategy Flexibility
Client Retention Strategy Agility
Client Retention Strategy Adaptability
Client Retention Strategy Innovation
Client Retention Strategy Flexibility
Client Retention Strategy Agility
Client Retention Strategy Adaptability
Client Retention Strategy Innovation
Client Retention Strategy Flexibility
Client Retention Strategy Agility
Client Retention Strategy Adaptability
Client Retention Strategy Innovation
Client Retention Strategy Flexibility
Client Retention Strategy Agility
Client Retention Strategy Adaptability
Client Retention Strategy Innovation
Client Retention Strategy Flexibility
Client Retention Strategy Agility
Client Retention Strategy Adaptability
Client Retention Strategy Innovation
Client Retention Strategy Flexibility
Client Retention Strategy Agility
Client Retention Strategy Adaptability
Client Retention Strategy Innovation
Client Retention Strategy Flexibility
Client Retention Strategy Agility
Client Retention Strategy Adaptability
Client Retention Strategy Innovation
Client Retention Strategy Flexibility
Client Retention Strategy Agility
Client Retention Strategy Adaptability
Client Retention Strategy Innovation
Client Retention Strategy Flexibility
Client Retention Strategy Agility
Client Retention Strategy Adaptability
Client Retention Strategy Innovation
Client Retention Strategy Flexibility
Client Retention Strategy Agility
Client Retention Strategy Adaptability
Client Retention Strategy Innovation
Client Retention Strategy Flexibility
Client Retention Strategy Agility
Client Retention Strategy Adaptability
Client Retention Strategy Innovation
Client Retention Strategy Flexibility
Client Retention Strategy Agility
Client Retention Strategy Adaptability
Client Retention Strategy Innovation
Client Retention Strategy Flexibility
Client Retention Strategy Agility
Client Retention Strategy Adaptability
Client Retention Strategy Innovation
Client Retention Strategy Flexibility

Financial Solutions Advisor Registration Candidate - Palm Desert Financial Center

About the role

Responsibilities

Requirements

Qualifications

Skills

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