Financial Solutions Advisor Registration Candidate- Williamette Valley Market
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 within specified timeframes.
- Receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
- Learn and practice foundational skills for becoming a Financial Solutions Advisor, including acquiring, building, and managing client relationships.
- Grow and deepen relationships within a portfolio of clients as a Financial Solutions Advisor Stage II.
- 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-discipline 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 complex, fast-paced environment.
- Ability to execute multiple tasks simultaneously.
- Learns and adapts to new technology or applications.
Qualifications
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience preferred.
- Bilingual Mandarin 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
Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. Get training and one-on-one coaching from Academy managers who are invested in your success. Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses through structured lessons and dedicated study time. Build your network by interacting with banking customers, small business owners, and higher net worth clients alike. Provide end-to-end comprehensive advice, 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 we provide through Bank of America and Merrill to meet virtually all their financial needs.
Schedule
Monday thru Friday, some Saturdays required
Schedule Example: 8am-5pm, 9am-6pm, etc
Pay
Commensurate with experience
Schedule
Monday thru Friday, some Saturdays required