Bank of America
Financial Solutions Advisor - Greater Queens NY Market
Bank of America, New York, New York, us, 10261
Overview
To proceed with your application, you must be at least 18 years of age. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals 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. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
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 investments 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) licenses. 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, building and nurturing strong relationships. Collaborates effectively with others to get things done and communicates effectively and confidently with 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 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 financial services and/or a sales environment with established goals. Additional professional designations such as CFP and/or CRPC. Obtained insurance licenses.
Education
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
[Bank of America logo shown periodically throughout]
Please see important information at the end of this video.
At Bank of America, I get to make a difference every day.
Financial Solutions Advisor
As a Financial Solutions Advisor, you will advise clients on their investment goals and match them with the right portfolio and specialists to help them pursue those goals.
New York pay range: $70,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education and skill set. This role is eligible to participate in a formulaic incentive plan. Benefits eligible.
Equal Opportunity
Bank of America is an equal employment opportunity employer and prohibits discrimination or retaliation against applicants or employees for a wide set of protected characteristics. Reasonable accommodations are available for qualified applicants with disabilities.
Important notice
You are now leaving a Bank of America website. By continuing, you may be redirected to a site with a different privacy policy and security practices. You can choose to proceed or return.
#J-18808-Ljbffr
To proceed with your application, you must be at least 18 years of age. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals 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. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
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 investments 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) licenses. 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, building and nurturing strong relationships. Collaborates effectively with others to get things done and communicates effectively and confidently with 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 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 financial services and/or a sales environment with established goals. Additional professional designations such as CFP and/or CRPC. Obtained insurance licenses.
Education
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
[Bank of America logo shown periodically throughout]
Please see important information at the end of this video.
At Bank of America, I get to make a difference every day.
Financial Solutions Advisor
As a Financial Solutions Advisor, you will advise clients on their investment goals and match them with the right portfolio and specialists to help them pursue those goals.
New York pay range: $70,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education and skill set. This role is eligible to participate in a formulaic incentive plan. Benefits eligible.
Equal Opportunity
Bank of America is an equal employment opportunity employer and prohibits discrimination or retaliation against applicants or employees for a wide set of protected characteristics. Reasonable accommodations are available for qualified applicants with disabilities.
Important notice
You are now leaving a Bank of America website. By continuing, you may be redirected to a site with a different privacy policy and security practices. You can choose to proceed or return.
#J-18808-Ljbffr