Financial Solutions Advisor Registration Candidate- Saratoga-Monterey Market

Bank of America · Gilroy, CA · 2 wk ago

Information TechnologyFull-time

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.
Build and manage client relationships, considering a client's complex financial picture and providing advice and solutions.
Deliver client reviews/presentations with confidence, recommending 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.
Provide end-to-end comprehensive advice to clients, leveraging relationships with one out of two households in the U.S.
Train at one financial center and potentially work in a phone-based capacity until a suitable location is determined.

Requirements

Aptitude in obtaining required industry licenses.
Self-discipline in managing time and capacity.
Experience in cultivating client relationships, accessing needs, and recommending solutions.
Strong ability to create strong peer relationships through effective communication and collaboration.
A results-driven mindset while prioritizing client 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
Financial Services
Consultation
Client Relationship Management
Client Management
Client Services
Client Retention
Client Acquisition
Client Development
Client Support
Client Engagement
Client Feedback
Client Satisfaction
Client Loyalty
Client Retention Strategies
Client Retention Programs
Client Retention Policies
Client Retention Metrics
Client Retention Analytics
Client Retention Data
Client Retention Insights
Client Retention Best Practices
Client Retention Case Studies
Client Retention Success Stories
Client Retention Lessons Learned
Client Retention Tips
Client Retention Tools
Client Retention Software
Client Retention Training
Client Retention Coaching
Client Retention Mentoring
Client Retention Networking
Client Retention Events
Client Retention Webinars
Client Retention Podcasts
Client Retention Blogs
Client Retention Newsletters
Client Retention Reports
Client Retention Surveys
Client Retention Feedback
Client Retention Suggestions
Client Retention Ideas
Client Retention Innovations
Client Retention Trends
Client Retention Predictions
Client Retention Forecasts
Client Retention Projections
Client Retention Analysis
Client Retention Evaluation
Client Retention Assessment
Client Retention Measurement
Client Retention Monitoring
Client Retention Reporting
Client Retention Analytics
Client Retention Insights
Client Retention Best Practices
Client Retention Case Studies
Client Retention Success Stories
Client Retention Lessons Learned
Client Retention Tips
Client Retention Tools
Client Retention Software
Client Retention Training
Client Retention Coaching
Client Retention Mentoring
Client Retention Networking
Client Retention Events
Client Retention Webinars
Client Retention Podcasts
Client Retention Blogs
Client Retention Newsletters
Client Retention Reports
Client Retention Surveys
Client Retention Feedback
Client Retention Suggestions
Client Retention Ideas
Client Retention Innovations
Client Retention Trends
Client Retention Predictions
Client Retention Forecasts
Client Retention Projections
Client Retention Analysis
Client Retention Evaluation
Client Retention Assessment
Client Retention Measurement
Client Retention Monitoring
Client Retention Reporting
Client Retention Analytics
Client Retention Insights
Client Retention Best Practices
Client Retention Case Studies
Client Retention Success Stories
Client Retention Lessons Learned
Client Retention Tips
Client Retention Tools
Client Retention Software
Client Retention Training
Client Retention Coaching
Client Retention Mentoring
Client Retention Networking
Client Retention Events
Client Retention Webinars
Client Retention Podcasts
Client Retention Blogs
Client Retention Newsletters
Client Retention Reports
Client Retention Surveys
Client Retention Feedback
Client Retention Suggestions
Client Retention Ideas
Client Retention Innovations
Client Retention Trends
Client Retention Predictions
Client Retention Forecasts
Client Retention Projections
Client Retention Analysis
Client Retention Evaluation
Client Retention Assessment
Client Retention Measurement
Client Retention Monitoring
Client Retention Reporting
Client Retention Analytics
Client Retention Insights
Client Retention Best Practices
Client Retention Case Studies
Client Retention Success Stories
Client Retention Lessons Learned
Client Retention Tips
Client Retention Tools
Client Retention Software
Client Retention Training
Client Retention Coaching
Client Retention Mentoring
Client Retention Networking
Client Retention Events
Client Retention Webinars
Client Retention Podcasts
Client Retention Blogs
Client Retention Newsletters
Client Retention Reports
Client Retention Surveys
Client Retention Feedback
Client Retention Suggestions
Client Retention Ideas
Client Retention Innovations
Client Retention Trends
Client Retention Predictions
Client Retention Forecasts
Client Retention Projections
Client Retention Analysis
Client Retention Evaluation
Client Retention Assessment
Client Retention Measurement
Client Retention Monitoring
Client Retention Reporting
Client Retention Analytics
Client Retention Insights
Client Retention Best Practices
Client Retention Case Studies
Client Retention Success Stories
Client Retention Lessons Learned
Client Retention Tips
Client Retention Tools
Client Retention Software
Client Retention Training
Client Retention Coaching
Client Retention Mentoring
Client Retention Networking
Client Retention Events
Client Retention Webinars
Client Retention Podcasts
Client Retention Blogs
Client Retention Newsletters
Client Retention Reports
Client Retention Surveys
Client Retention Feedback
Client Retention Suggestions
Client Retention Ideas
Client Retention Innovations
Client Retention Trends
Client Retention Predictions
Client Retention Forecasts
Client Retention Projections
Client Retention Analysis
Client Retention Evaluation
Client Retention Assessment
Client Retention Measurement
Client Retention Monitoring
Client Retention Reporting
Client Retention Analytics
Client Retention Insights
Client Retention Best Practices
Client Retention Case Studies
Client Retention Success Stories
Client Retention Lessons Learned
Client Retention Tips
Client Retention Tools
Client Retention Software
Client Retention Training
Client Retention Coaching
Client Retention Mentoring
Client Retention Networking
Client Retention Events
Client Retention Webinars
Client Retention Podcasts
Client Retention Blogs
Client Retention Newsletters
Client Retention Reports
Client Retention Surveys
Client Retention Feedback
Client Retention Suggestions
Client Retention Ideas
Client Retention Innovations
Client Retention Trends
Client Retention Predictions
Client Retention Forecasts
Client Retention Projections
Client Retention Analysis
Client Retention Evaluation
Client Retention Assessment
Client Retention Measurement
Client Retention Monitoring
Client Retention Reporting
Client Retention Analytics
Client Retention Insights
Client Retention Best Practices
Client Retention Case Studies
Client Retention Success Stories
Client Retention Lessons Learned
Client Retention Tips
Client Retention Tools
Client Retention

Financial Solutions Advisor Registration Candidate- Saratoga-Monterey Market

About the role

Responsibilities

Requirements

Qualifications

Skills

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