Financial Solutions Advisor Registration Candidate- Oklahoma Area
Bank of America, Bixby, OK, United States
Job Description
As a
Financial Solutions Advisor Stage I (FSA I) , the role begins with obtaining Securities Industry licenses, receiving dedicated classes for the Securities Industry Essentials (SIE), Series 7 and Series 66 exams. After securing the licenses, you are taught foundational advisory skills, from acquiring, building and managing client relationships to guiding clients through complex financial situations and providing humanized financial interactions. Successful completion leads to working in a financial center, delivering Bank of America’s core banking, investment solutions and client care.
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 remain in good standing. Failure to obtain and maintain SAFE Act registration may result in immediate termination.
Work Schedule
Monday through Friday, with occasional Saturdays required.
Schedule Example: 8 am-5 pm or 9 am-6 pm.
We’ll help you
Build a successful career at Bank of America through world-class training and onboarding programs that set you up for success.
Receive training and one-on-one coaching from Academy managers focused on your development.
Grow your business knowledge using a consultative approach to identify client needs and appropriate solutions.
Earn the SIE, Series 7, and Series 66 licenses (or 63 & 65 accepted in lieu of 66) through structured lessons and dedicated study time; you must obtain your SIE within 30 days of hiring and Series 7 & 66 within 120 days.
Build your network by interacting with banking customers, small business owners and higher net-worth clients in a financial center.
Provide end-to-end comprehensive advice, deliver client reviews and 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 from Bank of America and Merrill that meet virtually all their financial needs.
Required Qualifications
Aptitude in obtaining required industry licenses.
Self-disciplined time and capacity management.
Experience cultivating client relationships, accessing needs and recommending solutions.
Successful creation of strong peer relationships through effective communication and collaboration.
Results-driven mindset with a focus on clients’ interests in a complex, fast-paced environment.
Ability to execute multiple tasks simultaneously.
Adaptive learning to new technology or applications.
Desired Qualifications
Bachelor’s degree or minimum 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.
Shift
1st shift (United States of America)
Hours Per Week
40
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As a
Financial Solutions Advisor Stage I (FSA I) , the role begins with obtaining Securities Industry licenses, receiving dedicated classes for the Securities Industry Essentials (SIE), Series 7 and Series 66 exams. After securing the licenses, you are taught foundational advisory skills, from acquiring, building and managing client relationships to guiding clients through complex financial situations and providing humanized financial interactions. Successful completion leads to working in a financial center, delivering Bank of America’s core banking, investment solutions and client care.
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 remain in good standing. Failure to obtain and maintain SAFE Act registration may result in immediate termination.
Work Schedule
Monday through Friday, with occasional Saturdays required.
Schedule Example: 8 am-5 pm or 9 am-6 pm.
We’ll help you
Build a successful career at Bank of America through world-class training and onboarding programs that set you up for success.
Receive training and one-on-one coaching from Academy managers focused on your development.
Grow your business knowledge using a consultative approach to identify client needs and appropriate solutions.
Earn the SIE, Series 7, and Series 66 licenses (or 63 & 65 accepted in lieu of 66) through structured lessons and dedicated study time; you must obtain your SIE within 30 days of hiring and Series 7 & 66 within 120 days.
Build your network by interacting with banking customers, small business owners and higher net-worth clients in a financial center.
Provide end-to-end comprehensive advice, deliver client reviews and 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 from Bank of America and Merrill that meet virtually all their financial needs.
Required Qualifications
Aptitude in obtaining required industry licenses.
Self-disciplined time and capacity management.
Experience cultivating client relationships, accessing needs and recommending solutions.
Successful creation of strong peer relationships through effective communication and collaboration.
Results-driven mindset with a focus on clients’ interests in a complex, fast-paced environment.
Ability to execute multiple tasks simultaneously.
Adaptive learning to new technology or applications.
Desired Qualifications
Bachelor’s degree or minimum 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.
Shift
1st shift (United States of America)
Hours Per Week
40
#J-18808-Ljbffr