Financial Solutions Advisor Registration Candidate - Dentsville Financial Center (Bi-Lingual Sp[...]

Responsibilities Get training and one‑on‑one coaching from Academy managers who are invested in your success. Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. Earn your Securities Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted in lieu of 66) through structured lessons and dedicated study time. Must obtain your SIE within 30 days of being hired and your Series 7 & 66 within 120 days — a requirement for the role. Build your network. Starting at a financial center, interact with banking customers, small business owners and higher net worth clients alike. Provide end‑to‑end comprehensive advice, deliver client reviews and presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Support SAFE Act registration requirements: all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Failure to obtain and/or maintain SAFE Act registration may result in immediate termination. Required Qualifications 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. Desired Qualifications Security Industry Essentials (SIE). Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience. Skills Client Experience Branding Client Solutions Advisory Investment Management Pipeline Management Referral Management Client Management Customer and Client Focus Portfolio Management Prospecting Referral Identification Business Acumen Executive Presence Oral Communications Risk Management Trading Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent. Work Schedule Schedule: Monday – Fridays and rotating Saturdays Shift: 1st shift (United States of America) Hours Per Week: 40 #J-18808-Ljbffr Bank of America