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Financial Solutions Expert

2 months ago

Norristown, Pennsylvania, United States Bank of America Full time

Job Summary:

As a Financial Solutions Expert at Bank of America, you will play a critical role in helping clients achieve their financial goals. This position requires a strong understanding of financial planning, investment strategies, and risk management.

Key Responsibilities:

  • Work with clients to develop comprehensive financial plans that align with their goals and risk tolerance.
  • Recommend investment strategies and products that meet clients' needs and objectives.
  • Triangulate client requests and make referrals to internal service providers as needed.
  • 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 licenses (or equivalent).
  • At least one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
  • At least one year of 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 of 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 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:

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.