Financial Solutions Advisor

11 hours ago


Lawrence, New York, United States Bank of America Full time
Job Title: Financial Solutions Advisor

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
Requirements:
  • 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.
Desired Qualifications:
  • 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:
  • 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
Shift:1st shift (United States of America)Hours Per Week:40

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