Bank of America
Financial Solutions Advisor - EASTSIDE Market
Bank of America, Virginia, Minnesota, United States, 55792
Overview
Financial Solutions Advisor - EASTSIDE Market at Bank of America. This role provides comprehensive advice and customized solutions to clients to help them achieve their financial goals. The position is subject to SAFE Act registration requirements. Bank of America emphasizes an inclusive workplace and Responsible Growth, with commitments to continuous learning, development, and community impact. Note: This requisition contains multiple locations; there is not an immediate opening for every listed location. 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 investment 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. Required Qualifications
Currently holds Series 7 & 66 (63 & 65 in lieu of 66). 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, builds and nurtures strong relationships, collaborates effectively with others to get things done, communicates effectively and confidently with clients, and manages goals in a fast-paced environment. 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 the ability to multitask in a demanding environment. At least three years’ experience in the financial services industry and/or sales environment where goals were met or exceeded. Professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Obtained insurance licenses. Skills
Account Management Advisory Client Experience Branding Customer and Client Focus Oral Communications Active Listening Attention to Detail Client Solutions Advisory Issue Management Pipeline Management Causation Analysis Client Management Policies, Procedures, and Guidelines Risk Management Written Communications Shift
1st shift (United States of America) Hours Per Week
40 Seniority level
Entry level Employment type
Full-time Job function
Consulting, Information Technology, and Sales Industries
Banking Referrals increase your chances of interviewing at Bank of America by 2x
#J-18808-Ljbffr
Financial Solutions Advisor - EASTSIDE Market at Bank of America. This role provides comprehensive advice and customized solutions to clients to help them achieve their financial goals. The position is subject to SAFE Act registration requirements. Bank of America emphasizes an inclusive workplace and Responsible Growth, with commitments to continuous learning, development, and community impact. Note: This requisition contains multiple locations; there is not an immediate opening for every listed location. 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 investment 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. Required Qualifications
Currently holds Series 7 & 66 (63 & 65 in lieu of 66). 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, builds and nurtures strong relationships, collaborates effectively with others to get things done, communicates effectively and confidently with clients, and manages goals in a fast-paced environment. 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 the ability to multitask in a demanding environment. At least three years’ experience in the financial services industry and/or sales environment where goals were met or exceeded. Professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Obtained insurance licenses. Skills
Account Management Advisory Client Experience Branding Customer and Client Focus Oral Communications Active Listening Attention to Detail Client Solutions Advisory Issue Management Pipeline Management Causation Analysis Client Management Policies, Procedures, and Guidelines Risk Management Written Communications Shift
1st shift (United States of America) Hours Per Week
40 Seniority level
Entry level Employment type
Full-time Job function
Consulting, Information Technology, and Sales Industries
Banking Referrals increase your chances of interviewing at Bank of America by 2x
#J-18808-Ljbffr