Financial Solutions Advisor Registration Candidate - Raleigh/Durham Market
Job Description
At Bank of America, we aim to enhance financial lives through responsible growth and client-centric service. Our commitment to a great workplace culture fosters an inclusive environment where diverse backgrounds and experiences enrich our team and communities.
About the Role
This role involves obtaining necessary securities industry licenses and progressing through stages to become a Financial Solutions Advisor. You'll learn foundational skills for advising clients and build relationships with various client segments.
Responsibilities
- Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses within specified timelines.
- Develop and deepen client relationships within a portfolio of clients.
- Collaborate with core banking and investment partners to connect clients with solutions.
- Provide end-to-end comprehensive advice and manage client relationships.
Requirements
- Aptitude in obtaining required industry licenses.
- Self-discipline in managing time and capacity.
- Experience in cultivating client relationships and recommending solutions.
- Strong interpersonal skills and ability to communicate effectively.
- Results-driven mindset with a focus on client interests.
- Learns and adapts to new technologies and applications.
Qualifications
- SIE (Securities Industry Essentials)
- Bachelor’s degree and/or 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
- Trading
Benefits
Bank of America offers comprehensive training, coaching, and support to help you succeed in your career. We also provide competitive benefits including health insurance, retirement plans, and flexible work arrangements.
Pay
The pay for this role is competitive and commensurate with experience.
Schedule
Monday through Friday with rotating Saturdays.
Location
Multiple locations are available, but not all locations have immediate openings.
Shift
1st shift (United States of America) Hours per week: 40