Financial Solutions Advisor Registration Candidate - Virginia Hills Financial Center

About the role

The position requires SAFE Act registration, which involves registering with the federal registry system and maintaining good standing. Employees must complete the required SAFE Act background check and registration process. Failure to register or maintain registration may result in immediate termination.

Responsibilities

• Obtain Securities Industry licenses (SIE, Series 7, Series 66) through structured lessons and dedicated study time.
• Build and manage client relationships, considering clients' complex financial pictures and providing advice and solutions.
• Deliver comprehensive advice and client reviews/presentations with confidence, recommending strategies to help clients achieve their financial goals.
• Collaborate with core banking and investment partners to connect clients to solutions provided by Bank of America and Merrill.
• Grow your business by leveraging relationships with one out of two households in the U.S., interacting with banking customers, small business owners, and higher net worth clients.
• Execute multiple tasks simultaneously, learning and adapting to new technology or applications.

Requirements

• Aptitude in obtaining required industry licenses.
• Self-discipline in managing time and capacity.
• Experience in cultivating client relationships, accessing needs, and recommending solutions.
• Strong peer relationships through effective communication and collaboration.
• A results-driven mindset prioritizing client interests in a 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
• Brand Management
• Sales and Marketing
• Financial Services
• Client Relationship Management
• Consultative Selling
• Product Knowledge
• Client Retention
• Client Onboarding
• Client Service
• Client Acquisition
• Client Retention
• Client Engagement
• Client Advocacy
• Client Loyalty
• Client Satisfaction
• Client Feedback
• Client Communication
• Client Training
• Client Development
• Client Support
• Client Success
• Client Journey
• Client Journey Mapping
• Client Journey Optimization
• Client Journey Design
• Client Journey Analytics
• Client Journey Insights
• Client Journey Insights Analysis
• Client Journey Insights Interpretation
• Client Journey Insights Application
• Client Journey Insights Implementation
• Client Journey Insights Evaluation
• Client Journey Insights Improvement
• Client Journey Insights Innovation
• Client Journey Insights Transformation
• Client Journey Insights Evolution
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