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Financial Solutions Advisor Registration Candidate- Consumer Investments- Los Angeles Region
1 month ago
The Financial Solutions Advisor Registration Candidate- Consumer Investments- Los Angeles Region role is a critical position at Bank of America, requiring a strong understanding of financial markets and a passion for helping clients achieve their financial goals.
Key Responsibilities:- Obtain Securities Industry licenses, including SIE, Series 7, and Series 66, through dedicated and personalized classes.
- Develop foundational skills to build and manage client relationships, including acquiring, building, and managing client relationships.
- Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
- Collaborate with core banking and investment partners to connect clients to all of the solutions provided through Bank of America and Merrill.
- Strong communication and interpersonal skills, with the ability to work effectively with clients from diverse backgrounds.
- Ability to manage complexity, prioritize tasks, and execute in a fast-paced environment.
- Efficient time management and capacity to handle multiple tasks and responsibilities.
- Thorough understanding of regulatory due diligence and ability to incorporate it into daily tasks and long-term strategies for clients.
- Competitive salary and benefits package, including health insurance, retirement plans, and paid time off.
- Opportunities for career growth and advancement within Bank of America and Merrill.
- Access to industry-leading training and development programs, including the Academy at Bank of America.
- Collaborative and dynamic work environment, with a focus on teamwork and mutual support.
Bank of America is an equal opportunity employer, committed to diversity and inclusion in the workplace. We welcome applications from qualified candidates of all backgrounds and experiences.
