Financial Solutions Specialist

4 weeks ago


Bethesda, Maryland, United States Bank of America Full time

Job Description:

At Bank of America, we strive to create a workplace that is inclusive and diverse, where everyone feels valued and empowered to succeed.

We are seeking a Financial Solutions Specialist to join our team, who will be responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.

The ideal candidate will have a strong understanding of investment products and services, as well as excellent communication and interpersonal skills.

Key Responsibilities:

  • Triaging client leads and making referrals to business partners based on client needs and asset thresholds
  • Meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products
  • Applying and expanding knowledge by completing required licenses and trainings
  • Mitigating and controlling risk as part of daily activities
  • Identifying and engaging potential new clients through referrals or financial center clientele

Required Qualifications:

  • Currently holds Series 7 & 65 licenses; if you do not currently hold the 65 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days
  • Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
  • Minimum of 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

Shift: 1st shift (United States of America)

Hours Per Week: 40



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