Financial Solutions Advisor Registration Candidate - PBG Treasure Coast 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. 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 required industry licenses, including Securities Industry Essentials (SIE), Series 7, and Series 66 within specified timelines.
• Receive dedicated and personalized classes for your SIE, Series 7, and Series 66 exams.
• Learn and apply a defined consultative approach to systematically identify client needs and appropriate solutions.
• Build and manage client relationships, providing end-to-end comprehensive advice and helping clients achieve their financial goals.
• Collaborate with core banking and investment partners to connect clients to 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 results-driven mindset with a focus on 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 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

We'll help you:

• Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
• Get training and one-on-one coaching 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.
• Earn your Security Industry Essentials (SIE), Series 7, and Series 66 licenses (63 & 65 accepted, in lieu of 66) through structured lessons and dedicated study time.
• 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.
• Collaborate with core banking and investment partners to connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.

Pay

Details on pay are not specified in the job description.

Schedule

Monday thru Friday, some Saturdays required.

Application Instructions

The application instructions are not specified in the job description.