Financial Solutions Advisor Registration Candidate - Raleigh/Durham Market
Job Description
At Bank of America, we strive to enhance financial lives through responsible growth and excellent service. Our commitment to a supportive workplace fosters diversity and inclusivity, ensuring every teammate has the chance to succeed.
About the Role
This role involves obtaining necessary securities industry licenses and learning foundational advisor skills, including relationship management and financial guidance. Upon completion, you'll assist in delivering banking and investment solutions.
Responsibilities
- Obtain and maintain SAFE Act registration.
- Receive training and coaching from Academy managers.
- Earn SIE, Series 7, and Series 66 licenses within specified timeframes.
- Build and manage client relationships.
- Provide comprehensive financial advice and client presentations.
- Collaborate with core banking and investment partners.
Requirements
- Aptitude for obtaining required industry licenses.
- Self-discipline in managing time and capacity.
- Experience in cultivating client relationships.
- Results-driven mindset with client interests at heart.
- Ability to handle multiple tasks simultaneously.
- Learns and adapts to new technologies.
Qualifications
- SIE (Securities Industry Essentials)
- Bachelor’s degree and/or minimum 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
We offer comprehensive training, mentorship, and access to various financial solutions to help you succeed.
Pay
Details on pay are not specified in the job posting.
Schedule
Monday – Friday, rotating Saturdays. Details on hours per week are not specified in the job posting.
Location
The position is available in multiple locations, but there is not an immediate opening for every location listed.
Shift
1st shift (United States of America). Details on shift hours are not specified in the job posting.