Bank of America
Financial Solutions Advisor - Charlotte, NC
Bank of America, Charlotte, North Carolina, United States, 28245
Overview
Job Description: This role provides comprehensive advice and customized solutions to clients to help them achieve their financial goals. The position involves triaging client leads, referring 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. The role requires completing required licenses and trainings and is subject to SAFE Act registration requirements. Bank of America supports an in-office culture with role-specific attendance requirements and a level of flexibility.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Responsibilities
Works with clients to plan short- and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money management 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.
Schedule:
Monday – Friday and rotating Saturdays
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.
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 services industry and/or a sales environment where goals were met or exceeded.
Sets and accomplishes goals and builds 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.
Demonstrates a willingness to learn, adapts to new information, and seeks the right solutions for clients.
Efficiently manages time and capacity.
Incorporates regulatory due diligence into daily activities and long-term client strategies.
Desired Qualifications
Strong computer skills with the ability to multitask in a demanding environment.
Three or more years of experience in the financial services industry and/or a sales environment where goals were met or exceeded.
Additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
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
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At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Responsibilities
Works with clients to plan short- and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money management 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.
Schedule:
Monday – Friday and rotating Saturdays
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.
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 services industry and/or a sales environment where goals were met or exceeded.
Sets and accomplishes goals and builds 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.
Demonstrates a willingness to learn, adapts to new information, and seeks the right solutions for clients.
Efficiently manages time and capacity.
Incorporates regulatory due diligence into daily activities and long-term client strategies.
Desired Qualifications
Strong computer skills with the ability to multitask in a demanding environment.
Three or more years of experience in the financial services industry and/or a sales environment where goals were met or exceeded.
Additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
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
#J-18808-Ljbffr