Financial Solutions Advisor Registration Candidate - West Charlotte Market (Bi-lingual Spanish Required)

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 financial picture, and guide them with advice and solutions.
• Deliver comprehensive advice, conduct 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 various types of clients and leveraging relationships with one out of two households in the U.S.

Qualifications

• Aptitude in obtaining required industry licenses.
• Self-disciplined in managing time and capacity.
• Experience in cultivating client relationships, accessing needs, and recommending solutions.
• Strong peer relationships through effective communication and collaboration.
• Results-driven mindset prioritizing client interests in a fast-paced environment.
• Ability to execute multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

Skills

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

Benefits

Bank of America offers a range of benefits including:

• Clear in-office expectations with appropriate flexibility based on role-specific responsibilities and business needs.
• World-class training and on-boarding programs.
• Dedicated programs, tools, and resources throughout your career journey.
• Opportunities to learn, grow, and make an impact.

Pay

Details regarding pay are not specified in the job description.

Schedule

Monday – Fridays and rotating Saturdays. Details regarding hours per week are not specified in the job description.