Financial Solutions Advisor Registration Candidate- Seattle Market
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. 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 required industry licenses, including Securities Industry Essentials (SIE), Series 7, and Series 66 within specified timeframes.
- Cultivate client relationships, access client needs, and recommend appropriate solutions.
- Create strong peer relationships through effective communication and collaboration.
- Execute multiple tasks simultaneously and adapt to new technology or applications.
- 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-discipline in managing time and capacity.
- Experience in cultivating client relationships, accessing needs, and recommending solutions.
- Success creating strong peer relationships through effective communication and collaboration.
- Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment.
- Learns and adapts to new technology or applications.
Qualifications
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
- Bilingual Mandarin strongly desired.
Skills
- Advisory
- Account Management
- Client Experience Branding
- Customer and Client Focus
- Oral Communications
- Issue Management
- Client Solutions Advisory
- Pipeline Management
- Active Listening
- Attention to Detail
- Risk Management
- Policies, Procedures, and Guidelines
- Client Management
- Causation Analysis
- Written Communications
Benefits
Bank of America offers a range of benefits to support your health, wellness, and financial security, including:
- Comprehensive health insurance options
- Flexible spending accounts
- Retirement savings plans
- Employee assistance programs
- Discounts on travel, dining, and entertainment
Pay
The pay for this role is competitive and commensurate with experience.
Schedule
Monday through Friday, some Saturdays required. Schedule example: 8am-5pm, 9am-6pm, etc.