Financial Solutions Advisor - Registration Candidate - Ft. Worth/West TX Market
About The Position
This role is for a Financial Solutions Advisor Stage I (FSA I) candidate who will begin by obtaining Securities Industry licenses (SIE, Series 7, and Series 66). Upon licensing, the candidate will learn foundational skills in client relationship management, understanding financial needs, and providing advice. The role involves working in a financial center to deliver core banking and investment solutions. Successful candidates will progress to Financial Solutions Advisor Stage II, deepening client relationships and potentially advancing within Bank of America and Merrill. The position requires SAFE Act registration, including a background check and registration process.
Requirements
- Aptitude in obtaining required industry licenses.
- Must be 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’s interest in a complex, fast-paced environment.
- Executes multiple tasks simultaneously.
- Learns and adapts to new technology or applications.
- Must obtain SIE within 30 days of being hired.
- Must obtain Series 7 & 66 within 120 Days.
- Subject to SAFE Act registration requirements, including background check and registration process.
Nice To Haves
- Currently holds FINRA Securities Industry Essentials (SIE)
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
- Spanish speaking
Responsibilities
- Obtain Securities Industry Essentials (SIE), Series 7 and Series 66 licenses.
- Acquire, build, and manage client relationships.
- Understand a client’s complex financial picture and provide advice and solutions.
- Humanize financial interactions.
- Deliver Bank of America’s core banking and investment solutions.
- Provide client care in a financial center setting.
- Demonstrate success as a licensed Financial Solutions Advisor Stage I to progress to Stage II.
- 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 their financial goals and life priorities.
- Collaborate with core banking and investment partners.
- Connect clients to solutions provided by Bank of America and Merrill.
Benefits
- Affordable, competitive and flexible benefits
- World-class training and on-boarding programs
- Training and one-on-one coaching from Academy managers
- Dedicated programs, tools, and resources through The Academy
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
