Bank of America
Financial Solutions Advisor Registration Candidate- Twin Rivers
Bank of America, New Bern, North Carolina, United States, 28560
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. 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! As a Financial Solutions Advisor Stage I (FSA I), your journey begins by obtaining your Securities Industry licenses, with dedicated and personalized classes for your Securities Industry Essentials (SIE), Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught foundational skills to be an advisor—from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. After reaching key milestones, you will work in a financial center delivering Bank of America’s core banking, investment solutions and client care. We equip you with everything you need as you progress through the stages of development. After demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress to Financial Solutions Advisor Stage II, where you will continue to practice the skills learned by growing and deepening relationships within a portfolio of clients. As a successful Stage II, you will have opportunities to advance in many roles within Bank of America and Merrill. The Academy will support you with dedicated programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. You will be required to register and submit to the SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in termination. We\'ll help you
Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. 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 identify client needs and appropriate solutions. Earn your SIE, Series 7 and Series 66 licenses (63 & 65 accepted in lieu of 66) through structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired and your Series 7 & 66 within 120 days. Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients, leveraging relationships to grow your business. Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. Collaborate with core banking and investment partners to connect clients to solutions through Bank of America and Merrill. Required Qualifications
Aptitude in obtaining required industry licenses. Must be self-disciplined 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. Demonstrates a results-driven mindset while prioritizing the client\'s interest in a complex, fast-paced environment. Ability to execute multiple tasks simultaneously. Learns and adapts to new technology or applications. Desired Qualifications
Bachelor\'s degree and/or a minimum of one year of financial services industry or sales experience Skills
Advisory Account Management Client Experience Branding Customer and Client Focus Oral Communications Issue Management Client Solutions Advisory Pipeline Management Active Listening Attention to Detail Risk Management Policies, Procedures, and Guidelines Client Management Causation Analysis Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Schedule: Monday - Friday and rotating Saturdays
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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. 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! As a Financial Solutions Advisor Stage I (FSA I), your journey begins by obtaining your Securities Industry licenses, with dedicated and personalized classes for your Securities Industry Essentials (SIE), Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught foundational skills to be an advisor—from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. After reaching key milestones, you will work in a financial center delivering Bank of America’s core banking, investment solutions and client care. We equip you with everything you need as you progress through the stages of development. After demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress to Financial Solutions Advisor Stage II, where you will continue to practice the skills learned by growing and deepening relationships within a portfolio of clients. As a successful Stage II, you will have opportunities to advance in many roles within Bank of America and Merrill. The Academy will support you with dedicated programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. You will be required to register and submit to the SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in termination. We\'ll help you
Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. 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 identify client needs and appropriate solutions. Earn your SIE, Series 7 and Series 66 licenses (63 & 65 accepted in lieu of 66) through structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired and your Series 7 & 66 within 120 days. Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients, leveraging relationships to grow your business. Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. Collaborate with core banking and investment partners to connect clients to solutions through Bank of America and Merrill. Required Qualifications
Aptitude in obtaining required industry licenses. Must be self-disciplined 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. Demonstrates a results-driven mindset while prioritizing the client\'s interest in a complex, fast-paced environment. Ability to execute multiple tasks simultaneously. Learns and adapts to new technology or applications. Desired Qualifications
Bachelor\'s degree and/or a minimum of one year of financial services industry or sales experience Skills
Advisory Account Management Client Experience Branding Customer and Client Focus Oral Communications Issue Management Client Solutions Advisory Pipeline Management Active Listening Attention to Detail Risk Management Policies, Procedures, and Guidelines Client Management Causation Analysis Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Schedule: Monday - Friday and rotating Saturdays
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