Financial Solutions Advisor

4 days ago

West Bloomfield Township, Michigan, United States Bank of America Full time
Job Title: Financial Solutions Advisor

Job Summary:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. As a Financial Solutions Advisor, you will play a key role in helping clients achieve their financial goals by providing comprehensive advice and customized solutions.

Key Responsibilities:
  • Work with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
  • Recommend banking and investments strategies that align with client financial goals and needs.
  • Triage client requests and make 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.
  • Provide coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended.

Requirements:
  • Currently holds Series 7 & 65 in lieu of 66) licenses; if you do not currently hold the 66 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 of experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
  • Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
  • Set and accomplish goals, achieving whatever one sets their mind to.
  • Build and nurture strong relationships.
  • Collaborate effectively with others to get things done.
  • Communicate effectively and confidently and is comfortable engaging all clients.
  • Manage goals, navigate complexity, prioritize tasks and execute in a fast-paced environment.
  • Like to learn, adapt to new information and seek the right solutions for clients.
  • Efficiently manage time and capacity.
  • Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.

Preferred Qualifications:
  • Strong computer skills with an ability to multitask in a demanding environment.
  • Minimum of three years of 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).
  • Obtained insurance licenses.

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 Schedule:
1st shift (United States of America)
Hours Per Week:
40

  • Financial Solutions Advisor

    4 days ago

    West Bloomfield Township, Michigan, 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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day.We are seeking a skilled Financial Solutions Advisor to join our team. As a...

  • Financial Solutions Advisor

    5 days ago

    West Bloomfield Township, Michigan, 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 work closely with clients to understand their financial objectives and develop a comprehensive plan to help them achieve success.Your key responsibilities...

  • Senior Financial Advisor

    2 weeks ago

    Bloomfield Hills, Michigan, United States First Merchant's Bank Full time

    Senior Financial AdvisorFirst Merchants Bank is seeking a highly skilled Senior Financial Advisor to enhance the financial wellness of our diverse communities. As a key member of our team, you will facilitate the sale and service of securities, annuities, and registered investment advisory products to qualified clients.Key Responsibilities:Coordinate sales...

  • Senior Financial Advisor

    3 days ago

    Bloomfield Hills, Michigan, United States First Merchants Bank Full time

    Job SummaryFirst Merchants Bank is seeking a Senior Financial Advisor to facilitate the sale and service of securities, annuities, and registered investment advisory products to qualified clients. The ideal candidate will have over seven years of securities sales, annuity sales, or related experience and hold relevant licenses such as Series 7, Series 63 &...

  • Senior Architecture Advisor

    1 month ago

    West Bloomfield Township, Michigan, United States The Cigna Group Full time

    Job Title: Architecture Senior AdvisorCigna Individual & Family Plans (IFP) IT Team is seeking a highly motivated experienced Architecture Senior Advisor who can deliver value for the business through their deep understanding of the business functions, gain quick understanding of existing systems and technology landscape, and with ability to influence...

  • Senior Software Engineering Advisor

    2 weeks ago

    West Bloomfield Township, Michigan, United States The Cigna Group Full time

    Software Engineering Senior AdvisorThe Cigna Group is seeking a highly skilled Software Engineering Senior Advisor to join our team. As a key member of our software development team, you will be responsible for designing and developing robust enterprise solutions using cloud and commercial software.Key Responsibilities:Support and enhance existing Dental...

  • Data Science Senior Advisor

    1 week ago

    West Bloomfield Township, Michigan, United States The Cigna Group Full time

    Job SummaryThe Cigna Group is seeking a highly skilled Data Science Senior Advisor to join its Global Data and Analytics organization. As a key member of the Data Science team, you will contribute to the development of best-in-class analytics and leadership to drive business growth and improvement.The ideal candidate will have a strong background in data...

  • Senior Architecture Advisor

    2 months ago

    West Bloomfield Township, Michigan, United States The Cigna Group Full time

    About the RoleThe Cigna Group is seeking a highly motivated and experienced Senior Architecture Advisor to join our Individual & Family Plans (IFP) IT Team. As a key member of our team, you will play a critical role in delivering value for the business through your deep understanding of the business functions, ability to influence others, and expertise in...

  • Data Science Senior Advisor

    1 month ago

    West Bloomfield Township, Michigan, United States The Cigna Group Full time

    About the RoleThe Data Science team at The Cigna Group is seeking a highly skilled Data Science Senior Advisor to drive best-in-class analytics and leadership. This role will contribute to the Global Data and Analytics organization, working alongside a team of data scientists responsible for Common Currency Solution Evaluations.Key ResponsibilitiesLead...

  • IT Service Advisor

    2 weeks ago

    West Bloomfield Township, Michigan, United States Randstad Full time

    Job Summary:Randstad Digital is seeking a highly motivated IT Service Advisor to join their dynamic and growing team. As a key member of the team, you will be responsible for providing exceptional service and support to internal teams and 3rd party providers/vendors.Key Responsibilities:Be the point of contact for multiple 3rd party providers/vendorsSupport...

  • Cybersecurity Threat and Vulnerability Management Senior Advisor

    2 weeks ago

    West Bloomfield Township, Michigan, United States The Cigna Group Full time

    Job SummaryWe are seeking a highly skilled Cybersecurity Threat and Vulnerability Management Senior Advisor to join our team at The Cigna Group. This is a unique opportunity for a seasoned professional with 3+ years of experience in database and big data environments, with a strong affinity for cybersecurity and vulnerability management.The successful...

  • Senior Solution Architect for Software Product Engineering

    2 weeks ago

    West Bloomfield Township, Michigan, United States Capgemini Full time

    Job Description:The Senior Solution Architect for Software Product Engineering collaborates with clients to understand their needs and assess their software solution. This role involves providing strategic architectural mentorship on transformation and further evolution of their digital product and software product modernization with emerging technology...

  • Senior IT Architect

    1 month ago

    West Bloomfield Township, Michigan, United States The Cigna Group Full time

    Job Title: Architecture Senior AdvisorCigna Individual & Family Plans (IFP) IT Team is seeking a highly motivated experienced Architecture Senior Advisor who can deliver value for the business through their deep understanding of the business functions, gain quick understanding of existing systems and technology landscape, and with ability to influence...

  • Technical Support Senior Advisor

    1 week ago

    West Bloomfield Township, Michigan, United States The Cigna Group Full time

    Job SummaryThis role is responsible for providing technical support and leadership for the Contact Center L2 Production Support team. The successful candidate will function as a bridge between the delivery and business teams, driving efficiencies and quick turnaround of production defects.The ideal candidate will have a strong understanding of monitoring...

  • Financial Services Administrative Assistant

    2 weeks ago

    Bloomfield Hills, Michigan, United States Savvy Talent Full time

    Financial Services Administrative AssistantSavvy Talent is seeking a highly organized and proactive Financial Services Administrative Assistant to support one financial advisor remotely. This is a part-time, contract position requiring a strong knowledge of the Redtail CRM system and familiarity with the LPL Financial network.Key ResponsibilitiesRedtail CRM...

  • Product Management Senior Advisor

    4 days ago

    Bloomfield Hills, Michigan, United States The Cigna Group Full time

    Job SummaryThe Product Management Senior Advisor will provide leadership and strategic direction in the analysis, reporting, maintenance, and growth of key products within the SafeGuardRx platform. This position will be responsible for product positioning, product communications, coordinating with cross-functional partners, collaborating with the supply...

  • Mortgage Loan Officer

    1 month ago

    West Bloomfield Township, Michigan, United States Semper Home Loans Full time

    About the RoleWe're seeking a skilled Mortgage Loan Officer to join our team at Semper Home Loans. As a key member of our nationwide team, you'll be responsible for originating and processing loans, guiding clients through their home loan options, and ensuring compliance with our high standards.Key ResponsibilitiesOrigination and Processing: Handle loan...

  • Mortgage Loan Originator

    2 months ago

    West Bloomfield Township, Michigan, United States Semper Home Loans Full time

    About the RoleWe are seeking a highly skilled and experienced Mortgage Loan Originator to join our expanding nationwide team at Semper Home Loans. As a key member of our team, you will be responsible for originating and processing loans, providing exceptional client service, and driving business growth.Key ResponsibilitiesLoan Origination and Processing:...

  • Financial Services Administrative Assistant

    4 weeks ago

    Bloomfield Hills, Michigan, United States Savvy Talent Full time

    Job OverviewWe are seeking a highly organized and proactive Financial Services Administrative Assistant to support one financial advisor remotely. This is a part-time, contract position (1099) requiring a strong knowledge of the Redtail CRM system and familiarity with the LPL Financial network.Key ResponsibilitiesRedtail CRM Administration:Create and...

  • Mortgage Loan Officer

    4 weeks ago

    West Bloomfield Township, Michigan, United States Semper Home Loans Full time

    Unlock Your Potential as a Mortgage Loan OfficerAt Semper Home Loans, we're on the lookout for talented and driven mortgage loan officers to join our expanding team. If you're a licensed loan officer with a passion for delivering exceptional client service and driving business growth, this is your chance to take your career to the next level with us.Key...