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Financial Solutions Advisor, Consumer Investments
Bank of America. Provide comprehensive advice and customized solutions to clients to help them achieve financial goals .
About the role
Key responsibilities & impact- Provide comprehensive advice and customized solutions to clients to help them 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
- Identify and engage potential new clients through referrals or financial center clientele
- Provide coaching and feedback to referral partners
- Mitigate and control risk in daily activities
- Complete required licenses and trainings
- Register with the federal registry system and maintain good standing under SAFE Act requirements
- Submit to the required SAFE Act background check when engaged in residential mortgage loan originations
Requirements
What you’ll need- Currently holds Series 7 and 66 licenses, or equivalent Series 63 and 65 licenses in lieu of Series 66
- 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
- Sets and accomplishes goals
- Builds and nurtures strong relationships
- Collaborates effectively with others
- 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 time and capacity
- Incorporates relevant regulatory due diligence into daily activities and long-term strategies for clients
- Must be able to work Monday through Friday and rotating Saturdays
- High School Diploma / GED / Secondary School or equivalent
- Strong computer skills and ability to multitask in a demanding environment
- CFP and/or CRPC designation preferred as a desired qualification
- Insurance licenses preferred as a desired qualification
Benefits
Comp & perks- Affordable, competitive and flexible benefits
- Support for teammates’ physical, emotional, and financial wellness
- Opportunities to learn, grow, and make an impact
- Full-time schedule with 40 hours per week