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Financial Solutions Expert

2 months ago

Wellington, Florida, United States Bank of America Full time
Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Our company is built on the principles of Responsible Growth, which drives our commitment to being a great place to work for our teammates around the world.

We are dedicated to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

We believe in the importance of working together and offering flexibility to our employees. Our approach to flexibility depends on the various roles in our organization.

This role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include:

  • 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

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.

The ideal candidate will have:

  • Currently holds Series 7 & 65 in lieu of 66) 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

The successful candidate will be able to:

  • Set and accomplish goals, achieving whatever they put their mind to
  • Build and nurture strong relationships
  • Collaborate effectively with others to get things done
  • Communicate effectively and confidently and be comfortable engaging all clients

We are an equal opportunity employer and welcome applications from diverse candidates. We are committed to creating a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse.