Financial Solutions Advisor

5 days ago

Modesto, California, United States Bank of America Full time
Job Description:

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.

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
  • Triages client requests and makes 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
Requirements:
  • Currently holds Series 7 & 65 in lieu of 66) licenses
  • 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
Preferred 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 eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employees performance against defined metrics.

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

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.

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