Financial Solutions Advisor Registration Candidate - Scotch Plains

About the role

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing.

Responsibilities

• Obtain your Securities Industry licenses (SIE, Series 7 and Series 66) through structured lessons and dedicated study time.
• Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
• Build a network by interacting with banking customers, small business owners, and higher net worth clients.
• Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend 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.

Requirements

• Aptitude in obtaining required industry licenses.
• Self-disciplined 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.
• Results-driven mindset while prioritizing client's interest 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
• Client Relationship Management
• Consultation and Advice
• Technology and Applications

Benefits

• World-class training and on-boarding programs.
• Dedicated manager support for success.
• Opportunities to advance in various roles within Bank of America and Merrill.

Pay

The pay for this role is competitive and commensurate with experience.

Schedule

Monday through Friday, with rotating Saturdays required. Shift: 1st shift (United States of America)