Financial Solutions Advisor Registration Candidate

Responsibilities

• Pursue Securities Industry licenses through dedicated coursework for SIE, Series 7, and Series 66.
• Develop foundational advisory skills, including identifying and nurturing client relationships, evaluating clients' complex financial profiles, and providing guidance with solutions while maintaining a client-centric approach.
• Be assigned to a financial center to deliver core banking services, investment solutions, and client care.
• Advance to Financial Solutions Advisor Stage II to deepen and expand relationships within a client portfolio.
• Collaborate with banking and investment partners; connect clients to Bank of America and Merrill solutions to meet their financial needs.
• Deliver comprehensive, end-to-end advice, conduct client reviews and presentations, and propose strategies to help clients reach financial goals and life priorities.
• Engage with banking customers, small business owners, and higher net worth clients to expand your network and drive business growth.

Requirements

• Demonstrated aptitude to obtain required securities licenses.
• Strong time-management and self-discipline to handle workloads.
• Experience building client relationships, assessing needs, and proposing solutions.
• Proven ability to collaborate and communicate effectively with teammates.
• Results-oriented with a client-first approach in a dynamic, fast-paced setting.
• Capable of multitasking.
• Willingness to learn and adapt to new technologies and applications.

Benefits

• World-class training and onboarding programs.
• One-on-one coaching from Academy managers.
• Defined consultative approach to identifying client needs and matching solutions.
• Structured licensing training with target timeframes: SIE within 30 days; Series 7 and 66 within 120 days.
• Build your network at a financial center by interacting with banking customers, small business owners, and higher net worth clients to grow your business.
• Provide end-to-end comprehensive advice, deliver client reviews and presentations, and recommend strategies.
• Collaborate with core banking and investment partners to meet client needs.

Skills

• 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
• Trading

Education

• High School Diploma / GED / Secondary School or equivalent

Schedule

• Monday through Friday with rotating Saturdays

Shift

• First shift (United States of America)

Hours per Week

• 40