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
- Learns and adapts to new technology or applications
- Builds strong relationships with banking customers, small business owners and higher net worth clients
- Provides end-to-end comprehensive advice, delivers client reviews/presentations with confidence, and recommends strategies to help clients achieve their financial goals and life priorities
- Collaborates 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
- 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:
- Clear in-office expectations
- Flexible and competitive benefits
- Support for career development and growth
- Training and on-boarding programs
- One-on-one coaching from Academy managers
- Access to a wide network of clients
- Opportunities to earn industry licenses
Pay
Compensation is competitive and commensurate with experience.
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. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law.