Financial Solutions Advisor Registration Candidate - Southern TN 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 Securities Industry licenses (SIE, Series 7, Series 66)
- Receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams
- Learn and practice foundational skills for becoming a Financial Solutions Advisor
- Build and manage client relationships
- Consider a client's complex financial picture and guide them with advice and solutions
- Work in a financial center to deliver Bank of America’s core banking, investment solutions, and client care
- Grow and deepen relationships within a portfolio of clients
- Advance in various roles within 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
- 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
- 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
Skills
- Client Experience Branding
- Client 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
We offer a comprehensive benefits package including:
- Clear in-office expectations
- Flexible and competitive benefits
- Supportive and inclusive workplace culture
- Training and on-boarding programs
- One-on-one coaching from Academy managers
- Defined consultative approach with clients
- Structured lessons and dedicated study time for licenses
- Opportunities to build a successful career
- Access to one out of two households in the U.S.
Pay
Details regarding pay are not specified in the job description.
Schedule
Monday – Fridays and rotating Saturdays
Location
This position is open for the entire market and the specific Financial Center location will be based on business needs.