Financial Solutions Advisor

2 weeks ago


Peabody, Kansas, United States Bank of America Full time
Job Description:

At Bank of America, we are committed to helping our clients achieve their financial goals through personalized advice and customized solutions. As a Financial Solutions Advisor, you will play a critical role in providing comprehensive financial planning and investment advice to our clients.

Key Responsibilities:
  • Work with clients to identify their financial goals and develop a personalized financial plan
  • Recommend banking and investment strategies that align with client goals and needs
  • Triage 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
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
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
  • Additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)
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 is a 1st shift position (United States of America) with 40 hours per week.



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