Financial Solutions Advisor Registration Candidate

Launch your career in financial solutions by building licensing, client advisory skills, and relationship management in a Bank of America financial center. Responsibilities Support delivery of core banking , investment solutions , and Bank of America's client care approach Acquire, build, and manage client relationships Review a client's complex financial picture and guide clients with advice and solutions to help them meet their financial goals, while keeping interactions human-centered Use a defined consultative approach to identify needs, recommend appropriate solutions, and develop business knowledge Provide end-to-end comprehensive advice and deliver client reviews/presentations with confidence Recommend strategies aligned to clients' financial goals and life priorities Collaborate with core banking and investment partners to connect clients with solutions through Bank of America and Merrill Build your network by engaging banking customers, small business owners, and higher net worth clients from a financial center Progress through development stages, including potential movement into Financial Solutions Advisor Stage II after demonstrating success as a licensed FSA I Grow and deepen relationships within a portfolio of clients as you advance Requirements Aptitude for obtaining required industry licenses Self-discipline for managing time and capacity Experience cultivating client relationships, assessing needs, and recommending solutions Ability to build strong peer relationships through effective communication and collaboration Results-driven mindset with a focus on client interest in a complex, fast-paced environment Ability to execute multiple tasks simultaneously Willingness to learn and adapt to new technology or applications Subject to SAFE Act registration requirements Residential loan mortgage originations require registration with the federal registry system and to remain in good standing Must register and submit to the required SAFE Act background check and registration process due to SAFE Act requirements Failure to obtain and/or maintain SAFE Act registration may result in immediate termination Education: High School Diploma / GED / Secondary School or equivalent Licensing / Training Support Earn Security Industry Essentials (SIE) , Series 7 , and Series 66 through structured lessons and dedicated study time Timeline requirements: Obtain SIE within 30 days of being hired Obtain Series 7 and Series 66 within 120 days of being hired 63 & 65 accepted in lieu of 66 Get training and one-on-one coaching from Academy managers Participate in world-class training and on-boarding programs Desired Qualifications Currently holds FINRA Securities Industry Essentials (SIE) Bachelor's degree and/or minimum of one year of financial services industry or sales experience Skills 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 Client Experience Branding Schedule Monday-Friday with rotating Saturdays Hours per week: 40 Shift: 1st shift Location: Bolingbrook, IL (onsite) #J-18808-Ljbffr Bank of America