Financial Solutions Advisor Registration Candidate - Towne-West Wichita Financial Center

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 Exams.
• Build and manage client relationships, considering a client's complex financial picture and providing advice and solutions.
• Collaborate with core banking and investment partners to connect clients to solutions provided by Bank of America and Merrill.
• Earn certifications such as Advisory, Account Management, Client Experience Branding, Client Solutions Advisory, Pipeline Management, Client Management, Causation Analysis, and more.
• Provide end-to-end comprehensive advice and deliver client reviews/presentations with confidence.

Requirements

• Aptitude in obtaining required industry licenses.
• Self-disciplined in managing time and capacity.
• Experience in cultivating client relationships, accessing needs, and recommending solutions.
• Strong results-driven mindset with a focus on client interests in a fast-paced environment.
• Ability to execute multiple tasks simultaneously and adapt to new technologies 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

We offer a supportive in-office culture that fosters collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

Pay

Details on pay are not specified in the job posting.

Schedule

Monday – Fridays and rotating Saturdays. Shift: 1st shift (United States of America) Hours Per Week: 40