Bank of America
Financial Solutions Advisor Stage I - Registration candidate - Consumer Investments - Bainbridge Financial Center
Bainbridge Island · Full-time · Posted Oct 21, 2024
- Experience
- Desired: 1–2 years’ experience in financial services and/or a sales environment, as an alternative to a bachelor’s degree.
- Education
- Bachelor’s degree, or 1–2 years’ specified experience (desired qualification).
About the job
Trains to become an investment specialist, earning securities licenses and advising financial-center clients on banking and investment solutions for their financial goals.
What you'll do
- Build and manage client relationships; assess financial needs and recommend appropriate solutions.
- Provide comprehensive advice and client reviews or presentations, connecting clients with Bank of America and Merrill partners.
- Obtain required securities licenses and complete SAFE Act registration requirements.
What they ask for
- Obtain the SIE within 30 days of hire and Series 7 and Series 66 within 120 days; Series 63 and 65 are accepted in lieu of Series 66.
- Comfort with sales and developing prospective-client relationships.
- Clear, confident communication and productive collaboration.
- Ability to manage complexity, prioritize, adapt, manage time, and incorporate regulatory due diligence.
Nice to have
- Strong computer skills and ability to multitask.
- Bachelor’s degree, or 1–2 years’ experience in financial services and/or a sales environment with goals met or exceeded; experience assessing client needs and managing relationships.
Pay
$28.85 - $33.65 hourly pay (base salary)
Tools
SIE, Series 7, Series 66, Series 63, Series 65
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