Financial Solutions Advisor Registration Candidate - Woodward Plaza Financial Center
About The Position
The Financial Solutions Advisor Registration Candidate role at Bank of America is designed to guide individuals through obtaining essential Securities Industry licenses, including the Securities Industry Essentials (SIE), Series 7, and Series 66 exams. Upon licensure, trainees will learn foundational advisory skills, focusing on client relationship management, understanding complex financial needs, and providing tailored advice. The role progresses to working in a financial center, delivering core banking and investment solutions, and offering exceptional client care. Successful candidates will have opportunities to advance through various stages and roles within Bank of America and Merrill, supported by dedicated training programs and resources. This position is subject to SAFE Act registration requirements, including a background check and registration process, which is a condition of employment.
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 hire.
- Must obtain Series 7 & 66 within 120 days of hire.
- High School Diploma / GED / Secondary School or equivalent.
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.
- 63 & 65 accepted, in lieu of 66.
Responsibilities
- Obtain Securities Industry licenses (SIE, Series 7, Series 66) within specified timeframes.
- Learn and apply foundational skills for acquiring, building, and managing client relationships.
- Assess clients' complex financial pictures and provide guidance with advice and solutions.
- Humanize financial interactions to deliver exceptional client care.
- Work in a financial center to deliver Bank of America's core banking and investment solutions.
- Progress through stages of development and demonstrate success as a licensed Financial Solutions Advisor.
- Grow and deepen relationships within a portfolio of clients.
- Provide end-to-end comprehensive advice and deliver client reviews/presentations.
- Recommend strategies to help clients achieve their financial goals and life priorities.
- Collaborate with core banking and investment partners.
- Connect clients to Bank of America and Merrill solutions to meet their financial needs.
- Manage time and capacity effectively.
- Cultivate client relationships, access needs, and recommend solutions.
- Create strong peer relationships through effective communication and collaboration.
- Execute multiple tasks simultaneously.
- Learn and adapt to new technology or applications.
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
