Financial Solutions Advisor Registration Candidate

About the Role

At Bank of America, the purpose is to help make financial lives better through the power of every connection. This role focuses on driving Responsible Growth and delivering for clients, teammates, communities, and shareholders. The role begins with obtaining Securities Industry licenses and developing foundational advising skills.

Key Responsibilities

• Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses (or 63 & 65 in lieu of 66).
• Achieve SIE license within 30 days of hire.
• Achieve Series 7 & 66 licenses within 120 days of hire.
• Acquire, build, and manage client relationships.
• Assess client financial pictures and provide advice and solutions.
• Humanize financial interactions.
• Deliver Bank of America’s core banking, investment solutions, and client care in a financial center.
• Grow and deepen relationships within a portfolio of clients.
• Provide end-to-end comprehensive advice.
• Deliver client reviews/presentations with confidence.
• Recommend strategies to help clients achieve financial goals and life priorities.
• Collaborate with core banking and investment partners.
• Connect clients to solutions provided by Bank of America and Merrill.
• This position is subject to SAFE Act registration requirements.

Requirements & Tech Stack

• Aptitude in obtaining required industry licenses.
• Self-disciplined in managing time and capacity.
• Experience in cultivating client relationships, accessing needs, and recommending solutions.
• Success creating strong peer relationships through effective communication and collaboration.
• Demonstrates a results-driven mindset while prioritizing client interests in a complex, fast-paced environment.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.
• Client Experience Branding
• 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

Qualifications

• Currently holds FINRA Securities Industry Essentials (SIE) - Desired.
• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience - Desired.

Schedule

• Weekly Schedule: Monday thru Friday, with rotating Saturdays required.
• Shift: 1st shift.
• Hours Per Week: 40.