Financial Solutions Advisor Registration - Financial Center Seneca Meadows

Overview

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

• Provides comprehensive advice and customized solutions to clients to help them achieve their financial goals.
• Triages client leads, makes referrals to business partners based on client needs and asset thresholds, and meets with clients to review financial and investment goals and recommend products.
• Applies and expands knowledge by completing required licenses and trainings.
• May be responsible for the provision of residential mortgage loans and must comply with SAFE Act registration requirements, including registration with the federal registry system and maintaining good standing. Submitting to the required SAFE Act background check is required. Failure to obtain or maintain SAFE Act registration may result in disciplinary action up to termination.

• Aptitude in obtaining required industry licenses
• Self-discipline in managing time and capacity
• Experience in cultivating client relationships, assessing needs and recommending solutions
• Ability to build strong peer relationships through effective communication and collaboration
• Results-driven mindset while prioritizing the client's interests in a complex, fast-paced environment
• Ability to execute multiple tasks simultaneously
• Willingness to learn and adapt to new technology or applications

• Currently holds FINRA Securities Industry Essentials (SIE)
• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience

• 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

High School Diploma / GED / Secondary School or equivalent

Monday – Friday and rotating Saturdays

1st shift (United States of America)