Financial Solutions Advisor Registration Candidate
4 days ago
Job Description:
The Financial Solutions Advisor Stage I - Registration Candidate is a critical role at Bank of America, responsible for acquiring the necessary registrations and training to become a Financial Solutions Advisor (FSA) Stage I.
Key Responsibilities:
- Provide end-to-end comprehensive advice and customized solutions to clients, helping them achieve their financial goals.
- Conduct client reviews/presentations, including a review of investment goals and recommended products such as stocks, bonds, mutual funds, banking, and managed money solutions.
- Engage and share value proposition with customers in the lobby.
- Triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds.
- Participate in on-going training and interaction with the Merrill Lynch Wealth Management Complex.
Requirements:
- Series 7 & 66 must be obtained within 120 days.
- Series 7 and Series 65 accepted, in lieu of 66, if previously held, is required for FSA Stage I role.
- Communicate effectively.
- Strong computer skills with an ability to multitask in a fast-paced environment.
- Ability to adapt and seek solutions for clients in a fast-paced environment.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing.
Bank of America is an equal opportunity employer and considers all qualified applicants without regard to race, color, sex, sexual orientation, gender identity, genetic information, national origin, age, disability, veteran status, or any other characteristic protected by law.
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