Financial Solutions Advisor

2 months ago

Arizona City, United States Bank of America Full time

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. 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. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions

Recommends banking and investments strategies that align with client financial goals and needs

Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds

Mitigates and controls risk as part of daily activities

Identifies and engages potential new clients through referrals or financial center clientele

Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

Required

Qualifications : Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.

Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.

Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

Sets and accomplishes goals, achieving whatever you put your mind to.

Builds and nurtures strong relationships.

Collaborates effectively with others to get things done.

Communicates effectively and confidently and is comfortable engaging all clients.

Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.

Likes to learn, adapts to new information and seeks the right solutions for clients.

Efficiently manages your time and capacity.

Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.

Desired

Qualifications : Bi-lingual Spanish speaking

Strong computer skills with an ability to multitask in a demanding environment.

At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).

Obtained your insurance licenses.

Skills: Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Causation Analysis

Client Management

Policies, Procedures, and Guidelines

Risk Management

Written Communications

Shift: 1st shift (United States of America)

Hours Per Week: 40 #J-18808-Ljbffr

  • Financial Solutions Advisor

    1 month ago

    Arizona City, United States Bank of America Full time

    Financial Solutions Advisor - Consumer Investments - Signal Butte and Guadalupe page is loaded Financial Solutions Advisor - Consumer Investments - Signal Butte and Guadalupe Apply locations Mesa time type Full time posted on Posted 2 Days Ago job requisition id 24025464 Job Description: At Bank of America, we are guided by a common purpose to help make...

  • Financial Advisor

    4 weeks ago

    Panama City Beach, United States First Command Financial Services Full time

    Financial Advisor var a 2 aconfig = a 2 aconfig || {}; a 2 aconfig.onclick = 1; Financial Advisor --> Non-Corporate. Panama City, FL - ID: GC - PNC - Full-Time/ Regular 4 out of 5 of our Advisors are veterans or military spouses. Who we are:First Com Financial Advisor, Advisor, Financial, Financial Planning, Banking

  • COUNTRY Trust Bank Financial Advisor

    3 months ago

    Gibson City, United States Country Financial Full time

    Description Our Financial Advisors are contracted as Financial Advisors of COUNTRY Trust Bank®, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries. We’re looking for an experienced insurance and financial services...

  • Financial Solutions Advisor

    2 months ago

    Arizona City, United States Bank of America Full time

    Financial Solutions Advisor - Consumer Investments - Southwest Region page is loaded Financial Solutions Advisor - Consumer Investments - Southwest Region Apply locations Mesa Fountain Hills Scottsdale Scottsdale Highlands Ranch time type Full time posted on Posted 10 Days Ago job requisition id 24017012 Job Description: At Bank of America, we are guided by...

  • Financial Solutions Advisor Stage I

    3 weeks ago

    Oklahoma City, Oklahoma, United States Bank of America Full time

    Financial Solutions Advisor Stage I - Registration candidate - Consumer Investments - Quail Springs Financial Center Oklahoma City, Oklahoma Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our...

  • Financial Advisor

    3 months ago

    Rapid City, United States First Command Financial Services, Inc Full time

    Financial Advisor 4 out of 5 of our Advisors are veterans or military spouses Who we are: First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth. ...

  • Become a Financial Advisor

    2 months ago

    Panama City, United States First Command Financial Services Full time

    Bring Your Military Experience to First Command Advisor Positions Making the choice to become a financial advisor is the first step for your next career. Finding your local military financial advisor openings is the second. Here are some job opportunities that are close to you. Please tell us where you would like to start your career by selecting a...

  • Client Financial Advisor

    6 days ago

    Panama City Beach, Florida, United States INNOVATIONS FINANCIAL CREDIT UNION Full time

    Position OverviewBecome a valued member of our team at Innovations Financial Credit Union, where we prioritize your professional journey and success.We provide:Opportunities for personal and professional advancement through comprehensive training and mentorship.A meaningful career trajectory where your contributions are acknowledged and rewarded.A flexible...

  • Voya Financial Ellicot City Financial Advisor

    3 months ago

    Ellicott City, United States Voya Financial Advisors Full time

    Job DescriptionJob DescriptionVoya Financial Ellicot City Financial Advisor — 403(b)/457(b) Retirement ProfessionalVoya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Ellicot City area to work plan sponsor...

  • Merrill Financial Solutions Advisor

    3 months ago

    Oklahoma City, United States Bank of America Full time

    Job Description: At Bank of America, we're guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our industry-leading wealth management team at Bank of America and Merrill. We're looking for the next generation of financial...

  • Wealth Advisor

    1 month ago

    Peachtree City, Georgia, United States LPL Financial Full time

    Wealth Advisor - Delta Community Credit UnionUnlock Your Potential with a Rewarding CareerLPL Financial collaborates with credit unions to provide a comprehensive range of financial services to clients. This exciting opportunity at Delta Community Credit Union in Peachtree City, GA offers you the chance to join the Investment Program as a Financial Advisor...

  • Experienced Financial Advisor

    2 months ago

    Redwood City, United States TalentLink Solutions Full time

    We are an independent, fee-only wealth management firm located in the heart of Redwood City. We approach our client relationships truly holistically, designing and implementing innovative, proactive strategies to address complex financial problems. We also feel that many clients will only maximize their financial opportunities when provided with appropriate...

  • Financial Advisor

    4 months ago

    Jefferson City, United States Thrivent Financial for Lutherans Full time

    As a Thrivent Financial advisor, youll:Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable and achievable advice and connect clients to Thrivent in Financial Advisor, Financial, Advisor, City, Insurance, Investment

  • Financial Advisor/Senior Financial Advisor

    4 weeks ago

    Foster City, California, United States Summitry Full time

    Financial Advisor/Senior Financial AdvisorSummitry is a Bay Area wealth management firm with $2B in assets, 40+ employees and over 1000 clients, offering personalized financial planning and investment strategies, rooted in local insight. Join an innovative and collaborative team, focused on being the most admirable advisory firm helping families thrive...

  • Voya Oklahoma City Financial Advisor

    3 months ago

    Oklahoma City, United States Voya Financial Advisors Full time

    Job DescriptionJob DescriptionVoya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the Oklahoma City area to work plan sponsor relationships in the education market.This position will be responsible for 403(b)/457...

  • Voya Oklahoma City Financial Advisor

    2 months ago

    Oklahoma City, United States Voya Financial Advisors Inc Full time

    Voya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the Oklahoma City area to work plan sponsor relationships in the education market. This position will be responsible for 403(b)/457 enrollment, retirement and investment...

  • Lead Financial Advisor

    4 days ago

    Redwood City, United States Stratos Wealth Partners Full time

    Lead Financial Advisor Since 2012, Pettinelli Financial Partners has been operating with a service team model. This approach includes several experienced professionals rather than one advisor. We believe that when the clients’ team works in concert, the clients have the greatest opportunity for pursuing their financial goals. By bringing a whole host of...

  • Financial Solutions Consultant

    5 days ago

    Phoenix, Arizona, United States CCG Business Solutions, LLC Full time

    Position Overview:This position is dedicated to linking clients with a diverse array of financial products and services provided by the bank, aimed at assisting them in reaching their financial aspirations. Core Responsibilities:1. Cultivate and enhance client relationships by identifying financial requirements and suggesting optimal products, services, and...

  • Investment Solutions Consultant

    13 hours ago

    Arizona City, Arizona, United States The Bank of America Corporation Full time

    About UsAt Bank of America, we are driven by a shared mission to enhance financial well-being through meaningful connections.Role OverviewThe Financial Solutions Advisor plays a pivotal role in delivering tailored financial guidance and investment strategies to our clients. This position is essential in fostering responsible growth and ensuring that we meet...

  • Associate Financial Advisor

    7 days ago

    Oklahoma City, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...