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Financial Solutions Advisor Registration Candidate- Valley Crest Market

$28.85 - $33.65 per hour

Dormont Manufacturing Co

As a Financial Solutions Advisor Stage I (FSA I) at Bank of America, your journey begins with obtaining Securities Industry licenses, including Securities Industry Essentials (SIE), Series 7, and Series 66 exams. You will receive personalized training and, upon license completion, will engage in client relationship management, financial planning, and advising clients on Bank of America's core banking and investment solutions. Key responsibilities include: Developing and managing client relationships across a portfolio of clients. Analyzing client financial situations to deliver tailored advice and solutions. Collaborating with core banking and investment partners to meet client needs. Presenting comprehensive advice, client reviews, and life‑plan strategies with confidence. Required qualifications: Strong commitment to obtaining required industry licenses (SIE, Series 7, Series 66). Self‑discipline in time and capacity management. Experience cultivating client relationships and recommending solutions. Effective communication and collaboration skills. Results‑driven mindset with focus on client interests in a fast‑paced environment. Ability to execute multiple tasks simultaneously and learn new technology. Desired qualifications: Current FINRA Securities Industry Essentials (SIE) license. Bachelor’s degree or minimum 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. SAFE Act compliance: This position is subject to SAFE Act registration requirements. All employees engaged in residential loan mortgage originations must register with the federal registry system and pass the required background check. Failure to obtain or maintain registration may result in immediate termination. Schedule: Monday – Friday with rotating Saturdays. Shift: 1st shift (United States). Hours per week: 40. Compensation: $28.85 – $33.65 per hour, based on experience, education, and skill set; base salary only, not incentive eligible. Benefits: This role is benefits eligible, offering industry‑leading benefits, paid time off, and employee resources to support your impact and growth. #J-18808-Ljbffr Dormont Manufacturing Co

Vacancy posted 1 day ago
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