Financial Solutions Advisor Registration Candidate - Rancho Santa Margarita Financial Center

About the role

The position requires SAFE Act registration, which involves registering with the federal registry system and maintaining good standing. Employees must complete the required SAFE Act background check and registration process. Failure to do so may lead to immediate termination.

Responsibilities

• Obtain and maintain Securities Industry Essentials [SIE], Series 7 and Series 66 licenses within specified timelines.
• Receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
• Teach foundational skills needed to be an advisor, including acquiring, building, and managing client relationships.
• Deliver comprehensive advice and present client reviews/presentations with confidence.
• Recommend strategies to help clients achieve their financial goals and life priorities.
• Collaborate with core banking and investment partners to connect clients to solutions provided by Bank of America and Merrill.
• Build and deepen relationships within a portfolio of clients.

Qualifications

• Aptitude in obtaining required industry licenses.
• Self-discipline in managing time and capacity.
• Experience in cultivating client relationships and recommending solutions.
• Strong peer relationships through effective communication and collaboration.
• A results-driven mindset prioritizing client interests in a fast-paced environment.
• Ability to execute multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

Skills

• Client Experience
• Brand Management
• Sales and Marketing
• Financial Services
• Consultation and Advice
• Client Relationship Management
• Product Knowledge
• Technology and Applications

Benefits

Bank of America offers a supportive and inclusive workplace where teammates have the opportunity to succeed, build careers, and contribute to the company's success. Benefits include competitive and flexible packages, training and onboarding programs, and dedicated support for career growth.

Pay

Details regarding pay are not specified in the job description.

Schedule

This position operates on a Monday to Friday schedule with rotating Saturdays. The hours per week are 40.