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Jobs · Consulting · California

Financial Solutions Advisor Registration Candidate - Washington-Centinela Financial Center

Bank of America · Los Angeles, CA · 1 mo ago
ConsultingFull-time

About the role

This position is subject to SAFE Act registration requirements. Pursuant to these 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.
  • Build and manage client relationships, considering a client's complex financial picture and providing advice and solutions.
  • Deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
  • 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 and work with clients to meet their financial needs.

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 ability to create strong peer relationships through effective communication and collaboration.
  • Demonstrates a results-driven mindset while prioritizing client's interests 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.

Skills

  • Client Experience
  • Brand Management
  • Sales and Marketing
  • Client Relationship Management
  • Financial Planning and Analysis
  • Consultative Selling
  • Client Service
  • Product Knowledge
  • Client Acquisition
  • Client Retention
  • Client Engagement
  • Client Onboarding
  • Client Support
  • Client Feedback
  • Client Satisfaction
  • Client Loyalty
  • Client Advocacy
  • Client Communication
  • Client Relationship Management
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