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Financial Solutions Expert

2 months ago

Mt Airy, 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. Our company is built on the principles of Responsible Growth, which drives our daily operations and delivers value to our clients, teammates, communities, and shareholders.

We strive to be a great place to work for our teammates around the world, fostering a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in their growth and well-being by offering competitive benefits.

We believe in the importance of collaboration and flexibility in our work environment. Our approach to flexibility depends on the various roles within our organization.

This role offers a great career with opportunities to learn, grow, and make a meaningful impact, as well as the power to make a difference in the lives of our clients.

Key Responsibilities:

  • Provide comprehensive advice and customized solutions to clients to help them achieve their financial goals.
  • 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.

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.
  • 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.

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).
  • Obtained your insurance licenses.

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