FAMU National Alumni Association · 15 hours ago
Financial Solutions Advisor Registration Candidate- Tri Valley Market
Lancaster, CA
Part-time
Hybrid
Entry Level
$28.85/hr - $33.65/hr
1+ years expFAMU National Alumni Association is associated with Bank of America, which aims to enhance financial lives through connections. The Financial Solutions Advisor Registration Candidate role involves obtaining necessary securities licenses and developing client relationships to provide tailored financial advice and solutions.
Non-profit Organization Management
Responsibilities
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 systematically identify client needs and appropriate solutions
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time
Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike
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. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs
Qualification
Required
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
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Preferred
Currently holds FINRA Securities Industry Essentials (SIE)
Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
Benefits
We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Company
FAMU National Alumni Association
The Florida A&M University National Alumni Association (FAMU NAA), a non-profit organization, incorporated under the laws of the State of Florida, was established to serve its alumni and the University, to actively promote the interest of Florida A&M University as an institution of higher learning, research and public service, to focus on the educational needs of all Americans to support cultural diversity and equal access to a quality education at Florida A&M University.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase