Financial Solutions Advisor - Registration Candidate - Sierra Vista 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. 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 your Securities Industry licenses (SIE, Series 7 and Series 66) through structured lessons and dedicated study time.
- SIE within 30 days of being hired, Series 7 & 66 within 120 days.
- Build and manage client relationships, consider a client’s complex financial picture, and guide them with advice and solutions.
- 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 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.
- 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.
- Executes 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.
- Spanish speaking skills.
Skills
- Client Experience
- Brand Management
- Solutions 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
Bank of America offers world-class training and on-boarding programs to support your career journey. You will have access to dedicated programs, tools, and resources to help you succeed.
Pay
The pay for this role is competitive and commensurate with experience.
Schedule
Monday – Fridays and rotating Saturdays. This position is open for the entire market and the specific Financial Center location will be based on business needs.
Shift
1st shift (United States of America)
Hours Per Week
40