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, including Securities Industry Essentials (SIE), Series 7 and Series 66.
- Build and manage client relationships, access client needs, and recommend solutions.
- Create strong peer relationships through effective communication and collaboration.
- 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 provided by Bank of America and Merrill.
Requirements
- Aptitude in obtaining required industry licenses.
- Self-disciplined in managing time and capacity.
- Experience in cultivating client relationships, accessing needs, and recommending solutions.
- Results-driven mindset with a focus on client interests 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 preferred.
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, financial security, and overall well-being. These benefits may vary depending on your location and employment status.
Pay
The pay for this role is competitive and commensurate with experience. Details will be provided during the onboarding process.
Schedule
Monday thru Friday, some Saturdays required
Schedule Example: 8am-5pm, 9am-6pm, etc