Financial Solutions Advisor Registration Candidate - Fort Myers / Naples Market
On-siteBonita Springs, Florida, United States
Job Summary
Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses within 120 days of hire. Deliver end-to-end comprehensive financial advice, including client reviews, presentations, and strategy recommendations to help clients achieve their goals. Build and manage relationships with banking customers, small business owners, and higher net worth clients by leveraging Bank of America's extensive network. Collaborate with core banking and investment partners to provide integrated solutions. Complete one-on-one coaching with Academy managers and progress from Stage I to Stage II as milestones are met. Work Monday through Friday with some Saturdays required, training at a financial center before potentially transitioning to phone-based capacity.
Required Qualifications
- Aptitude in obtaining required industry licenses
- Must be self-disciplined in managing time and capacity
- Experience in cultivating client relationships, accessing needs and recommending solutions
- Success creating strong peer relationships through effective communication and collaboration
- Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment
- Executes multiple tasks simultaneously
- Learns and adapts to new technology or applications
- Must obtain your SIE within 30 days of being hired
- Must obtain your Series 7 & 66 within 120 Days
- 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
- Weekly Schedule: Monday thru Friday, some Saturdays required
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