Investment Advisor

7 days ago


Palo Alto, California, United States Bank of America Full time
About the Role

This Financial Solutions Advisor role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.

  • 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
Key Responsibilities
  • Work with clients to plan their short and long-term financial goals by building a financial plan with brokerage products
  • Recommend banking and investments strategies that align with client financial goals and needs
  • Mitigate and control risk as part of daily activities
  • Identify and engage potential new clients through referrals or financial center clientele
Requirements
  • Currently hold Series 7 & 65 licenses (or equivalent)
  • 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)
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
Work Environment

This role is based in a financial center and requires a 1st shift schedule with 40 hours per week.


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