Financial Solutions Advisor Registration Candidate - Stanwood
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 your Securities Industry licenses (SIE, Series 7, Series 66) through structured lessons and dedicated study time.
- Receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
- Learn the foundational skills needed to be an advisor, including acquiring, building, and managing client relationships.
- Grow and deepen relationships within a portfolio of clients as a Financial Solutions Advisor Stage II.
- Collaborate with core banking and investment partners to connect clients to the solutions provided by Bank of America and Merrill.
- 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.
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
- Mandarin strongly preferred.
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
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
Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. Get training and one-on-one coaching from Academy managers who are invested in your success. Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
Pay
Compensation and benefits are competitive and commensurate with experience.
Schedule
Monday-Friday, some Saturdays as Required