Financial Solutions Advisor Registration Candidate- Williamette Valley Market
On-siteBend, Oregon, United States or Portland, Oregon, United States
Job Summary
Earn Securities Industry Essentials (SIE), Series 7, and Series 66 licenses within 120 days of hiring through structured lessons. Obtain required SAFE Act registration and background check before starting. Build client relationships with banking customers, small business owners, and higher net worth individuals by delivering comprehensive financial advice and recommending strategies to achieve life priorities. Collaborate with core banking and investment partners to connect clients to solutions across Bank of America and Merrill. Provide end-to-end client reviews and presentations while utilizing a defined consultative approach. Work Monday through Friday with some Saturdays required in a financial center, progressing to potential phone-based capacity if another location is within commuting distance.
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 SIE within 30 days of being hired
- Must obtain Series 7 & 66 within 120 Days
- Must register and submit to the required SAFE Act background check and registration process
- Must be able to lift 50 lbs
Desired Qualifications
- Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
- Bilingual Mandarin
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