Financial Solutions Advisor Registration Candidate

1 month ago

Portland, Oregon, United States Bank of America Full time

Job Description:

At Bank of America, we aim to establish genuine, significant connections with clients and businesses all over the country. Each day, we engage with 67 million customers through a growing team of specialists and our top-notch digital platform. In each interaction, our goal is to offer support and direction to our customers during critical moments – whether they are just getting started, buying a house, starting a family or planning for retirement.

Join Bank of America's Advisor Development Program if you are passionate about assisting clients in achieving their financial objectives and wish to become an investment expert in over 4,000 financial center locations nationwide.

Your journey will begin with training from our renowned Academy at Bank of America, featuring hands-on experience, customized coaching and unwavering support as you start your career.

The Academy provides a clear path to becoming an advisor through a multi-stage training program, equipping you with the expertise and skills necessary to excel in your role and throughout your professional journey.

As a Financial Solutions Advisor Stage I (FSA I), you will kick off your journey by acquiring your Securities Industry licenses, with tailored classes for Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.

Upon obtaining your licenses, you will learn the fundamental skills required to be an advisor – from establishing, nurturing and overseeing client relationships to analyzing a client's intricate financial situation and guiding them with recommendations and strategies to enhance their financial well-being, all while personalizing financial interactions.

Subsequently, as a licensed Financial Solutions Advisor Stage I, you will typically advance to the next stage, Financial Solutions Advisor Stage II, where you will expand and strengthen relationships within a client portfolio.

As an accomplished Financial Solutions Advisor Stage II, you will have opportunities for progression across various roles within Bank of America and Merrill.

This role involves adherence to SAFE Act registration requirements, necessitating registration and compliance with the mandatory SAFE Act background check and registration process.

Failure to obtain and/or sustain SAFE Act registration could lead to immediate termination.

Here's what you can expect as a Financial Solutions Advisor Stage I:

  • Endless potential for financial advancement.
  • A solid referral network from our extensive connections with one in every two households.
  • Managing a client portfolio by delivering exceptional service with cutting-edge products, services, and educational resources.
  • Robust marketing assistance to reach broader audiences effectively.
  • Continuous professional development to enhance your skills and optimize your practice in response to industry shifts.
  • Opportunities to engage with specialists such as small business advisors, mortgage specialists, and investment consultants.

We are a company that values sustainable growth and is dedicated to supporting the communities we operate in.

We provide ongoing training and developmental opportunities to help individuals achieve their objectives, regardless of their background or experience.

Our commitment to diversity enhances our capabilities, enabling us to meet the diverse needs of clients worldwide.

We are focused on enhancing our tools, technology, and work processes to prioritize our clients' evolving requirements.

Required Qualifications:

  • Sets and achieves goals effectively.
  • Comfortable in a sales capacity, fostering strong relationships with potential clients.
  • Communicates clearly and confidently with clients from various backgrounds.
  • Collaborates productively with colleagues to achieve objectives.
  • Manages complexity, prioritizes tasks and excels in a fast-paced environment.
  • Adapts quickly to new information and seeks appropriate solutions for clients.
  • Efficiently handles time and workload.
  • Ensures regulatory due diligence is incorporated into daily tasks and long-term client strategies.

Desired Qualifications:

  • Proficient in computer skills with the ability to multitask effectively.
  • A bachelor's degree, or 1-2 years' experience in the financial services industry and/or a sales environment with a track record of meeting or exceeding goals.
  • Experience in assessing client needs, recommending solutions, and managing client relationships.

Shift:
1st shift (United States of America)

Hours Per Week:
40

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