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Financial Solutions Advisor, Consumer Investments
Bank of America. Provide comprehensive advice and customized solutions to clients to help them achieve their financial goals .
About the role
Key responsibilities & impact- Provide comprehensive advice and customized solutions to clients to help them achieve their financial goals
- Triage client leads and client requests
- Make referrals to business partners 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 as part of daily activities
- Complete required licenses and trainings
- Register for and maintain SAFE Act registration and complete the required background check
Requirements
What you’ll need- Currently holds Series 7 and 66 licenses, or equivalent Series 63 and 65 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, achieving whatever one sets their 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 time and capacity
- Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients
- Must be able to work Monday through Friday and rotating Saturdays
- Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
- Strong computer skills with an ability to multitask in a demanding environment
- Three or more 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
- SAFE Act registration and required SAFE Act background check
Benefits
Comp & perks- Affordable, competitive, and flexible benefits
- Support for teammates’ physical, emotional, and financial wellness
- Opportunities to learn, grow, and make an impact
- Career development opportunities
- Coaching and feedback from referral partners