Financial Solutions Advisor Registration Candidate- Silicon Valley Market

Bank of America · Mountain View, CA · 3 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, consider complex financial pictures, and guide clients with advice and solutions.
Deliver comprehensive advice, client reviews/presentations, and recommend strategies to help clients achieve their financial goals and life priorities.
Collaborate with core banking and investment partners to connect clients to solutions provided by Bank of America and Merrill.
Train and grow your business knowledge using a consultative approach to systematically identify client needs and appropriate solutions.
Work in a financial center to help deliver Bank of America's core banking, investment solutions, and approach to client care.
Grow your business by interacting with banking customers, small business owners, and higher net worth clients.

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.

Skills

Client Experience
Brand Management
Sales and Marketing
Financial Services
Client Relationship Management
Consultation
Client Review/Presentation
Strategic Planning
Client Advocacy
Client Communication
Client Retention
Client Development
Client Acquisition
Client Service
Client Satisfaction
Client Loyalty
Client Engagement
Client Feedback
Client Data Analysis
Client Analytics
Client Insights
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Financial Solutions Advisor Registration Candidate- Silicon Valley Market

About the role

Responsibilities

Requirements

Qualifications

Skills

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