Financial Solutions Advisor Stage I – Registration Candidate

Financial Solutions Advisor Stage I – Registration Candidate

Requirements

• Sets and accomplishes goals, achieving whatever you put your mind to.
• Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients.
• Communicates clearly and confidently with clients from all walks of life.
• Works well with others and collaborates productively to get things done.
• Can manage complexity, prioritize tasks and execute in a fast-paced environment.
• Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.
• Efficiently manages your time and capacity.
• Is thorough and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients.

Responsibilities

• Obtain Securities Industry licenses including SIE, Series 7, and Series 66 Exams.
• Acquire, build, and manage client relationships.
• Consider a client’s complex financial picture and guide them with advice and solutions.
• Deliver Bank of America’s core banking and investment solutions.
• Provide end-to-end comprehensive advice and deliver client reviews/presentations.
• Collaborate with core banking and investment partners to connect clients to solutions.

Preferred Qualifications

• Strong computer skills with an ability to multitask in a demanding environment.
• A bachelor’s degree, or 1-2 years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships.