Financial Solutions Advisor - Registration Candidate - Scottsdale Area

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, Series 66) through structured lessons and dedicated study time.
• Build and manage client relationships, consider a client's complex financial picture, and guide them with advice and solutions.
• Deliver end-to-end comprehensive advice, conduct client reviews/presentations, and recommend strategies to help clients achieve their financial goals.
• Collaborate with core banking and investment partners to connect clients to solutions provided by Bank of America and Merrill.
• Grow your business by leveraging relationships with one out of two households in the U.S., starting at a financial center and interacting with various types of clients.
• Train at one financial center and potentially work in a phone-based capacity before moving to a location within a reasonable commuting distance.

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 peer relationships through effective communication and collaboration.
• A results-driven mindset 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 preferred.
• Spanish speaking skills are desired.

Skills

• Client Experience
• Brand Management
• Solution 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

The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.

Pay

Details on pay are not specified in the job description.

Schedule

Monday – Fridays and rotating Saturdays.