Financial Solutions Advisor Registration Candidate- Peninsula Market

About the role

The 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 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 guiding them with 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.
• Leverage relationships with one out of two households in the U.S. to help grow your business.
• Train at one financial center and potentially begin your role in a phone-based capacity until another financial center location is determined within a reasonable commuting distance of your home.

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 while prioritizing client's 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
• Product Knowledge
• Client Retention
• Client Acquisition
• Client Onboarding
• Client Service
• Client Advocacy
• Client Communication
• Client Engagement
• Client Satisfaction
• Client Loyalty
• Client Retention
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