Financial Solutions Advisor
11 hours ago
We are seeking a highly skilled Financial Solutions Advisor to join our team at Bank of America. As a key member of our consumer investments team, you will be responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
Key Responsibilities:- Work 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
- Recommend banking and investments strategies that align with client financial goals and needs
- Triage client requests and make referrals to appropriate internal service providers based on client needs and asset thresholds
- Mitigate and control risk as part of daily activities
- Identify and engage potential new clients through referrals or financial center clientele
- Provide coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
- Currently holds Series 7 & 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.
- Set and accomplish goals, achieving whatever you put your mind to.
- Build and nurture strong relationships.
- Collaborate effectively with others to get things done.
- Communicate effectively and confidently and is comfortable engaging all clients.
- Manage goals, navigate complexity, prioritize tasks and execute in a fast-paced environment.
- Like to learn, adapt to new information and seek the right solutions for clients.
- Efficiently manage your time and capacity.
- Be thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
- 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.
- Advisory
- Account Management
- Client Experience Branding
- Customer and Client Focus
- Oral Communications
- Issue Management
- Client Solutions Advisory
- Pipeline Management
- Active Listening
- Attention to Detail
- Risk Management
- Policies, Procedures, and Guidelines
- Client Management
- Causation Analysis
- Written Communications
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