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Financial Solutions Advisor
Bank of America. Provide comprehensive advice and customized solutions to help clients achieve financial goals .
About the role
Key responsibilities & impact- Provide comprehensive advice and customized solutions to help clients achieve financial goals
- Triage client leads and requests
- Make referrals to business partners and internal service providers based on client needs and asset thresholds
- Meet with clients to review financial and investment goals
- Build financial plans using brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
- Recommend banking and investment strategies aligned with client goals and needs
- Mitigate and control risk in daily activities
- Identify and engage potential new clients through referrals or financial center clientele
- Coach and provide feedback to referral partners based on client needs and recommended product services
Requirements
What you’ll need- Currently holds Series 7 & 66 licenses, or Series 63 & 65 in lieu of Series 66
- If lacking Series 66 but holding Series 63 or 65, must pass the missing series within 60 days
- At least one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services
- At least one year of experience in the financial service industry and/or a sales environment where goals were met or exceeded
- Ability to set and accomplish goals
- Ability to build and nurture strong relationships
- Effective collaboration skills
- Effective and confident communication skills; comfortable engaging all clients
- Ability to manage goals, navigate complexity, prioritize tasks, and execute in a fast-paced environment
- Willingness to learn, adapt to new information, and seek appropriate client solutions
- Ability to efficiently manage time and capacity
- Thorough and thoughtful incorporation of relevant regulatory due diligence into daily activities and long-term client strategies
- Strong computer skills and ability to multitask in a demanding environment
- Additional professional designations such as CFP and/or CRPC are desired
- Insurance licenses are desired
- Subject to SAFE Act registration requirements, including required background check and registration process
Benefits
Comp & perks- Competitive benefits supporting physical, emotional, and financial well-being
- Flexibility options depending on role
- Career opportunities to learn, grow, and make an impact
- Required licenses and trainings supported as part of the role