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 required industry licenses (Securities Industry Essentials [SIE], Series 7 and Series 66)
• Cultivate client relationships, access needs, and recommend solutions
• Create strong peer relationships through effective communication and collaboration
• Execute multiple tasks simultaneously and learn and adapt to new technology or applications
• 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 to systematically identify client needs and appropriate solutions
• Provide end-to-end comprehensive advice, 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

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
• 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

Bank of America offers a range of benefits including:

• Competitive compensation package
• Flexible work schedule
• Health and wellness programs
• Retirement savings plans
• Professional development opportunities

Pay

The pay for this role is commensurate with experience.

Schedule

Monday – Fridays and rotating Saturdays