Financial Solutions Advisor Registration Candidate - Winnetka, IL

About the role

The 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.

Responsibilities

• Obtain 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 solutions provided by Bank of America and Merrill.
• Provide end-to-end comprehensive advice to clients.
• Execute multiple tasks simultaneously while maintaining a results-driven mindset and prioritizing client interests.
• Leverage relationships with one out of two households in the U.S. to grow your business.

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 while prioritizing client interests in a complex, 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
• Client Advocacy
• Product Knowledge
• Client Retention
• Client Onboarding
• Client Engagement
• Client Service
• Client Satisfaction
• Client Loyalty
• Client Retention
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