Financial Solutions Advisor Stage I – Registration candidate
| Company | Bank of America |
|---|---|
| Location | Newport Beach, CA, USA, Irvine, CA, USA, Brea, CA, USA, La Quinta, CA, USA, West Redlands, Redlands, CA, USA, Palm Springs, CA, USA, Riverside, CA, USA, El Cajon, CA, USA, San Diego, CA, USA |
| Salary | $28.85 – $33.65 |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Entry Level/New Grad, Junior |
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 Securities Industry Essentials (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 to clients.
- Provide end-to-end comprehensive advice and deliver client reviews/presentations.
- Connect clients to all of the solutions provided through Bank of America and Merrill.
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.