Financial Solutions Advisor Registration Candidate - San Joaquin Valley 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.
• Receive dedicated and personalized classes for SIE, Series 7 and Series 66 Exams.
• Learn and adapt to new technology or applications.
• Build and manage client relationships.
• Provide end-to-end comprehensive advice and deliver client reviews/presentations with confidence.
• Recommend strategies to help clients achieve their financial goals and life priorities.
• Collaborate with core banking and investment partners.
• Connect clients to the solutions provided by Bank of America and Merrill to meet their financial needs.

Requirements

• Aptitude in obtaining required industry licenses.
• Self-disciplined in managing time and capacity.
• Experience in cultivating client relationships, accessing needs, and recommending solutions.
• Creates strong peer relationships through effective communication and collaboration.
• Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment.
• Executes multiple tasks simultaneously.

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
• Client Management
• Financial Planning
• Financial Analysis
• Financial Services Sales
• Financial Services Marketing
• Financial Services Customer Service
• Financial Services Product Knowledge
• Financial Services Sales Strategy
• Financial Services Product Development
• Financial Services Product Management
• Financial Services Product Training
• Financial Services Product Support
• Financial Services Product Innovation
• Financial Services Product Development
• Financial Services Product Launch
• Financial Services Product Lifecycle Management
• Financial Services Product Portfolio Management
• Financial Services Product Pricing
• Financial Services Product Distribution
• Financial Services Product Distribution Strategy
• Financial Services Product Distribution Channels
• Financial Services Product Distribution Channels Management
• Financial Services Product Distribution Channels Strategy
• Financial Services Product Distribution Channels Strategy Management
• Financial Services Product Distribution Channels Strategy Implementation
• Financial Services Product Distribution Channels Strategy Implementation Management
• Financial Services Product Distribution Channels Strategy Implementation Management Strategy
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