Financial Solutions Advisor Registration Candidate - Priest Lake 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.
• Build and manage client relationships, consider a client's complex financial picture, and guide 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.

Requirements

• Aptitude in obtaining required industry licenses
• Self-discipline in managing time and capacity
• Experience in cultivating client relationships, accessing needs, and recommending solutions
• Results-driven mindset 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
• Client Relationship Management
• Financial Planning and Analysis
• Consultation and Coaching
• Technology and Application Management

Benefits

Bank of America offers a comprehensive benefits package including:

• Health insurance
• Retirement plans
• Flexible spending accounts
• Employee assistance programs
• Discounts on products and services

Pay

The pay for this role is competitive and commensurate with experience.

Schedule

Monday – Fridays and rotating Saturdays

Shift

1st shift (United States of America)

Hours Per Week

40