Financial Solutions Advisor Registration Candidate- South Puget Sound/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 (SIE, Series 7 and Series 66)
- Manage time and capacity effectively
- Cultivate client relationships and access needs
- Recommend solutions and prioritize client interests
- Create strong peer relationships through effective communication and collaboration
- Build a successful career at Bank of America through world-class training and on-boarding programs
- Grow business knowledge by using a defined consultative approach with clients
- Provide end-to-end comprehensive advice and deliver client reviews/presentations with confidence
- Collaborate with core banking and investment partners to connect clients to solutions
Requirements
- Aptitude in obtaining required industry licenses
- Experience in cultivating client relationships and accessing needs
- Success creating strong peer relationships through effective communication and collaboration
- Results-driven mindset 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
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience (desirable)
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 competitive benefits including health insurance, retirement plans, and paid time off.
Pay
Compensation is competitive and commensurate with experience.
Schedule
Monday thru Friday, some Saturdays required
Schedule Example: 8am-5pm, 9am-6pm, etc