Financial Solutions Advisor Registration Candidate- Consumer Investments- Greater Bay Region

hace 4 semanas

Burgos, Burgos, España Bank Of America A tiempo completo
Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We're a culture that believes in responsible growth and has a proven dedication to supporting the communities we serve.

As a Financial Solutions Advisor Stage I, you will be responsible for obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials (SIE), Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives.

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.

We'll help you build a successful career at Bank of America through world-class training and onboarding programs that set you up for success. You will receive training from our-award winning Academy at Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your onboarding experience.

As a Financial Solutions Advisor Stage I, you can look forward to unlimited potential for financial growth, a strong referral base from across the business through our relationship with one in every two households, managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education, robust marketing support to reach wider audiences with greater appeal, and ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.

Required Qualifications:

  • 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

Desired 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

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