Financial Solutions Advisor
4 weeks ago
Job Summary:
As a Financial Solutions Advisor at Bank of America, you will play a critical role in helping clients achieve their financial goals. You will work closely with clients to understand their financial needs and develop personalized financial plans that align with their objectives.
Key Responsibilities:
• Provide comprehensive financial advice and customized solutions to clients
• Triage client leads and make referrals to business partners based on client needs and asset thresholds
• Meet with clients to review financial and investment goals, build a financial plan, and recommend brokerage products
• Apply and expand knowledge by completing required licenses and trainings
Requirements:
• Currently holds Series 7 & 65 licenses
• At least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
• At least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded
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
Work Environment:
• 1st shift (United States of America)
• 40 hours per week
Equal Employment Opportunity:
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law.
Drug-Free Workplace:
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse.
Benefits:
Bank of America offers a comprehensive benefits package to support the physical, emotional, and financial well-being of its employees.
How to Apply:
Apply now to join our team of dedicated professionals and take the first step towards a rewarding career at Bank of America.
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