Financial Solutions Advisor

1 day ago

Rocky Hill, New Jersey, United States Bank of America Full time

Job Description:

Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed.

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.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us

Job Description:

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, 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. Job expectations include applying and expanding 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. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities:

  • Works 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
  • Recommends banking and investments strategies that align with client financial goals and needs
  • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
  • Mitigates and controls risk as part of daily activities
  • Identifies and engages potential new clients through referrals or financial center clientele
  • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

Schedule:

  • Monday – Fridays and rotating Saturdays

Required Qualifications:

  • 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.
  • Sets and accomplishes goals, achieving whatever you put your mind to.
  • Builds and nurtures strong relationships.
  • Collaborates effectively with others to get things done.
  • Communicates effectively and confidently and is comfortable engaging all clients.
  • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
  • Likes to learn, adapts to new information and seeks the right solutions for clients.
  • Efficiently manages your time and capacity.
  • Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.

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.

Minimum Education Requirement:

High School Diploma / GED / Secondary School or equivalent

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

Shift:

1st shift (United States of America)

Hours Per Week:

40

  • HCM Sales Executive

    1 day ago

    Cherry Hill, New Jersey, United States Asure Software Full time $70,000 - $75,000

    Who we areOver 600 employees strong, Asure sees Human Capital Management (HCM) through the lens of entrepreneurs and executives with an owner's mentality. We help businesses develop their "Human Capital" to get to the next level, stay compliant, and allocate their time, money and technology toward growth. Our HCM platform empowers more than 100,000 clients...

  • Business Development Representative

    3 days ago

    Cherry Hill, New Jersey, United States J & J Staffing Resources Full time $120,000 - $520,000 per year

    J & J Staffing Resources, voted by Forbes as one of America's best professional recruiting firms, has an exciting opportunity for a Business Development Specialist to join our team We are looking for a dynamic and driven Business Development Specialist with a passion for building professional relationships, excels at sales connections and enhances client...

  • Outside Sales Representative

    2 days ago

    Cherry Hill, New Jersey, United States J & J Staffing Resources Full time

    J & J Staffing Resources, voted by Forbes as one of America's best professional recruiting firms, has an exciting opportunity for an Outside Sales Representative to join our team We are looking for a dynamic and driven Outside Sales Representative with a passion for building professional relationships, excels at sales connections and enhances client...

  • Executive Director

    7 days ago

    Cherry Hill, New Jersey, United States RHA Health Services, LLC Full time $104,000 - $150,000 per year

    We are hiring for:Executive DirectorType:RegularIf you are a positive and personable individual looking for a satisfying and fun opportunity to make a real difference in the lives of people with intellectual, developmental disabilities, and people facing mental health, and substance use challenges, join our team at RHA Health ServicesThe Executive Director...

  • Office Manager

    7 days ago

    Cherry Hill, New Jersey, United States Brock Group Full time

    The Brock Group provides specialty craft and maintenance services to key industries across North America. We are dedicated to offering the safest and highest quality service and solutions. We view ourselves as partners with our customers, our employees and the communities in which we operate. Our performance-driven culture is led by having and developing the...

  • Zone Lead

    3 days ago

    Cherry Hill, New Jersey, United States At Home Group Full time $40,000 - $60,000 per year

    DescriptionZone  LeadOur Vision:  To become the leading Home Décor retailer.Our Mission: Enable everyone to affordably make their house a home.From:  $ $20.15  Job Summary:The Zone Lead  (ZL)  supports merchandising in designated zones and maintains an active selling culture by ensuring that all visual aspects are set and upheld to documented company...

  • Environmental Services Manager in Training

    4 days ago

    Mullica Hill, New Jersey, United States Crothall Healthcare Full time $60,000 - $90,000 per year

    Crothall HealthcareSalary: $ / yearPay Grade:10Crothall Healthcareis a Compass One Company that provides specialized, high-quality, innovative, and responsive support services exclusively to the healthcare industry. Crothall serves many of the Top 100 Hospitals throughout its over 1300 healthcare service teams in 46 states. Crothall has been recognized as...

  • Financial Advisor

    1 week ago

    Richmond Hill, United States First Command Financial Services, Inc Full time

    Financial Advisor 4 out of 5 of our Advisors are veterans or military spouses Who we are: First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth. What our Advisors...

  • Financial Solutions Advisor

    1 day ago

    Rocky Hill, United States Bank of America Full time

    Financial AdvisorBank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.At Bank of America, you can build a successful career with opportunities to learn, grow, and make an...

  • Financial Solutions Advisor

    2 weeks ago

    Rocky Hill, United States Bank of America Full time

    Job Description: Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed. 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,...

  • Financial Advisor

    7 days ago

    Cherry Hill, United States Horace Mann Full time

    Who We Are: BCG Securities (a Horace Mann Company), an independent broker-dealer and Registered Investment Advisor (“RIA”), has been dedicated to its clients for over 50 years. With financial advisors in branches located throughout the United States, BCG Securities is a recognized premier broker-dealer and RIA of choice. We supply our advisor partners...

  • Financial Advisor

    6 days ago

    Cherry Hill, United States Horace Mann Full time

    Who We Are: BCG Securities (a Horace Mann Company), an independent broker-dealer and Registered Investment Advisor (“RIA”), has been dedicated to its clients for over 50 years. With financial advisors in branches located throughout the United States, BCG Securities is a recognized premier broker-dealer and RIA of choice. We supply our advisor partners...

  • Financial Advisor

    4 weeks ago

    Cherry Hill, United States Horace Mann Full time

    Who We Are: BCG Securities (a Horace Mann Company), an independent broker-dealer and Registered Investment Advisor (RIA), has been dedicated to its clients for over 50 years. With financial advisors in branches located throughout the United States, BCG Securities is a recognized premier broker-dealer and RIA of choice. We supply our advisor partners with...

  • Financial Advisor

    5 days ago

    Cherry Hill, United States Horace Mann Full time

    Who We Are: BCG Securities (a Horace Mann Company), an independent broker-dealer and Registered Investment Advisor (“RIA”), has been dedicated to its clients for over 50 years. With financial advisors in branches located throughout the United States, BCG Securities is a recognized premier broker-dealer and RIA of choice. We supply our advisor partners...

  • Financial Advisor

    1 week ago

    Cherry Hill, United States Horace Mann Full time

    Who We Are: BCG Securities (a Horace Mann Company), an independent broker-dealer and Registered Investment Advisor ("RIA"), has been dedicated to its clients for over 50 years. With financial advisors in branches located throughout the United States, BCG Securities is a recognized premier broker-dealer and RIA of choice. We supply our advisor partners with...

  • Financial Advisor

    1 week ago

    Cherry Hill, United States Horace Mann Full time

    Who We Are: BCG Securities (a Horace Mann Company), an independent broker-dealer and Registered Investment Advisor (“RIA”), has been dedicated to its clients for over 50 years. With financial advisors in branches located throughout the United States, BCG Securities is a recognized premier broker-dealer and RIA of choice. We supply our advisor partners...

  • Financial Advisor

    1 week ago

    Cherry Hill, United States Horace Mann Full time

    Who We Are:BCG Securities (a Horace Mann Company), an independent broker-dealer and Registered Investment Advisor ("RIA"), has been dedicated to its clients for over 50 years. With financial advisors in branches located throughout the United States, BCG Securities is a recognized premier broker-dealer and RIA of choice. We supply our advisor partners with...