Financial Solutions Advisor

20 hours ago

Carson City, United States Disability Solutions Full time
Job Description:

Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed.

This job will be open and accepting applications for a minimum of seven days from the date it was posted.

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

Pay Transparency details

US - NV - Carson City - 947 Topsy Ln - CARSON VALLEY PLAZA (NV2139)

Pay and benefits information

Pay range

$70,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Formulaic incentive eligible

This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.

Benefits

This role is currently benefits eligible. 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.

  • Financial Advisor

    6 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. ...

  • Financial Solutions Advisor Registration Candidate- Consumer Investments- Union City Financial Center

    20 hours ago

    Union City, United States Disability Solutions Full time

    Job Description:The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. 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...

  • Associate Financial Advisor

    2 months ago

    new york city, United States Ameriprise Financial Services, LLC Full time

    Associate Financial Advisor Company MissionWe build relationships before we ever build portfolios. We are committed to every client receiving one to one financial advise, personalized recommendations, regular meetings and anytime access.Understanding client’s needs and goals for today and the long-term are unique. As an advisor, you begin with listening...

  • Associate Financial Advisor

    3 months ago

    new york city, United States Ameriprise Financial Services, LLC Full time

    Associate Financial Advisor Company MissionWe build relationships before we ever build portfolios. We are committed to every client receiving one to one financial advise, personalized recommendations, regular meetings and anytime access.Understanding client’s needs and goals for today and the long-term are unique. As an advisor, you begin with listening...

  • Consumer Loan Sales and Financial Advisor

    1 week ago

    Carson, California, United States OneMain Financial Full time

    About the RoleWe are seeking a highly skilled Consumer Loan Sales Specialist to join our team. As a key member of our sales team, you will be responsible for delivering exceptional customer service and providing financial solutions to meet the needs of our clients.Key Responsibilities:Develop and maintain relationships with customers throughout the loan...

  • Financial Advisor

    3 weeks ago

    league city, United States Atria Wealth Solutions Full time

    Through its relationship with CUSO Financial Services, LP (CFS) University Federal Credit Union is seeking a Financial Advisor to join their team in the Galveston, League City, and Houston TX areas.Job SummaryUnder direct supervision, the individual in this position is expected to provide members, non-members, and UFCU employees with financial and retirement...

  • Financial Advisor

    4 weeks ago

    league city, United States Atria Wealth Solutions Full time

    Through its relationship with CUSO Financial Services, LP (CFS) University Federal Credit Union is seeking a Financial Advisor to join their team in the Galveston, League City, and Houston TX areas.Job SummaryUnder direct supervision, the individual in this position is expected to provide members, non-members, and UFCU employees with financial and retirement...

  • Junior Financial Advisor

    4 weeks ago

    new york city, United States Fortis Lux Financial Full time

    Overview: We are a growing Financial Planning firm based in Midtown Manhattan, seeking a motivated and driven Junior Financial Advisor to join us. This salaried position offers an exciting opportunity for someone looking to support three experienced Financial advisors in managing and growing their client base. The role is hybrid, with the flexibility to work...

  • Financial Advisor

    2 months ago

    League City, United States Atria Wealth Solutions Full time

    Through its relationship with CUSO Financial Services, LP (CFS) University Federal Credit Union is seeking a Financial Advisor to join their team in the Galveston, League City, and Houston TX areas.Job SummaryUnder direct supervision, the individual in this position is expected to provide members, non-members, and UFCU employees with financial and retirement...

  • Financial Advisor

    4 weeks ago

    League City, TX, United States Atria Wealth Solutions Full time

    Through its relationship with CUSO Financial Services, LP (CFS) University Federal Credit Union is seeking a Financial Advisor to join their team in the Galveston, League City, and Houston TX areas.Job SummaryUnder direct supervision, the individual in this position is expected to provide members, non-members, and UFCU employees with financial and retirement...

  • Lead Advisor | Associate Financial Representative | new york city, ny

    5 days ago

    new york city, United States Lead Advisor Full time

    Lead Advisor is a wealth management consulting and search firm specializing in wealth management. This role is for one of our clients in Midtown Manhattan. To view other open roles, visit jobs.lead-advisor.comAssociate Financial Representative- (Insurance Operations Focused)Our client, an award winning wealth management and financial planning practice in...

  • Financial Advisor- Garden City, NY

    3 weeks ago

    Garden City, United States TD Bank N.A Full time

    The Transitional Financial Advisor (TFA) role is a three-year program with a draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A Transitional FA will need to leverage Financial Advisor, Garden, Financial Planning, Advisor, Customer Service, Financial, Banking

  • Career as a Financial Advisor

    7 days ago

    Baker City, Oregon, United States Edward Jones Full time

    Build a Rewarding Career with Edward JonesWe are seeking ambitious and motivated individuals to join our team as Financial Advisors. As a Financial Advisor at Edward Jones, you will have the opportunity to build long-term relationships with clients, understand their financial goals, and develop personalized strategies to help them achieve success.About the...

  • Financial Advisor

    2 months ago

    ellicott city, United States Elite Income Advisors Full time

    Company DescriptionAt Elite Income Advisors, we stand as a premier leader in financial services. Our workplace embodies a vibrant, contemporary atmosphere where fun and productivity thrive. We're committed to unlocking the full potential of our team members. With numerous colleagues celebrating over a decade of tenure, we offer unparalleled opportunities for...

  • Financial Advisor

    2 months ago

    ellicott city, United States Elite Income Advisors Full time

    Company DescriptionAt Elite Income Advisors, we stand as a premier leader in financial services. Our workplace embodies a vibrant, contemporary atmosphere where fun and productivity thrive. We're committed to unlocking the full potential of our team members. With numerous colleagues celebrating over a decade of tenure, we offer unparalleled opportunities for...

  • Financial Advisor

    4 months ago

    Ellicott City, United States Elite Income Advisors Full time

    Company DescriptionAt Elite Income Advisors, we stand as a premier leader in financial services. Our workplace embodies a vibrant, contemporary atmosphere where fun and productivity thrive. We're committed to unlocking the full potential of our team members. With numerous colleagues celebrating over a decade of tenure, we offer unparalleled opportunities for...

  • Financial Advisor

    4 weeks ago

    new york city, United States JCW Group Full time

    We are partnering with a growing wealth management company to add a driven and results-oriented Financial Advisor to join our dynamic team. As a commission-based advisor, you'll have the opportunity to help clients manage their financial future while earning based on your performance and success. The ideal candidate will have $25mm AUM. This role is fully...

  • Financial Advisor

    4 weeks ago

    new york city, United States JCW Group Full time

    We are partnering with a growing wealth management company to add a driven and results-oriented Financial Advisor to join our dynamic team. As a commission-based advisor, you'll have the opportunity to help clients manage their financial future while earning based on your performance and success. The ideal candidate will have $25mm AUM. This role is fully...

  • Financial Solutions Advisor Stage I

    6 months ago

    Salt Lake City, United States Bank of America Full time

    Description : At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients...

  • Financial Solutions Specialist

    6 days ago

    Sioux City, Iowa, United States Lumina Financial Solutions Full time

    Job OverviewLumina Financial Solutions is a leading provider of insurance products, offering a unique opportunity for ambitious individuals to succeed in the financial industry.We specialize in protecting families with various insurance products such as life, whole life, mortgage protection, annuities, index universal life, and more. Our first-time agents...