Financial Solutions Advisor

4 weeks ago

Stoughton, Wisconsin, United States Bank of America Full time

Job Title: Financial Solutions Advisor

Job Summary:

We are seeking a skilled Financial Solutions Advisor to join our team at Bank of America. As a Financial Solutions Advisor, you will be responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.

Key Responsibilities:

  • 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
  • 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
  • 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

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)

Bank of America is an Equal Employment Opportunity and Affirmative Action Employer:

We 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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