Financial Solutions Advisor - Registration Candidate - Tucson Area

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 and Series 66) through structured lessons and dedicated study time.
  • SIE within 30 days of being hired
  • Series 7 & 66 within 120 Days
• Build and manage client relationships, consider a client's complex financial picture, and guide them with advice and solutions.
• Deliver comprehensive advice, client reviews/presentations, and recommend strategies to help clients achieve their financial goals and life priorities.
• Collaborate with core banking and investment partners to connect clients to solutions provided by Bank of America and Merrill.
• Grow your business by interacting with banking customers, small business owners, and higher net worth clients.
• Provide end-to-end comprehensive advice and collaborate 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
• 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
• Spanish speaking 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, Oral Communications, Risk Management, Trading

Skills

• Client Experience
• Client Solutions Advisory
• Investment Management
• Pipeline Management
• Referral Management
• Client Management
• Customer and Client Focus
• Portfolio Management
• Prospecting
• Referral Identification
• Business Acumen
• Oral Communications
• Risk Management
• Trading

Benefits

Bank of America offers a range of benefits including:

• World-class training and on-boarding programs
• One-on-one coaching from Academy managers
• Growth in business knowledge through a consultative approach
• Opportunities to advance in various roles within Bank of America and Merrill
• Support from dedicated programs, tools, and resources throughout your career journey

Pay

The pay for this role is competitive and commensurate with experience.

Schedule

Monday – Fridays and rotating Saturdays